investment-oriented
Hard to Fit
Despite interest by clients, ETFs are not a slam dunk in retirement plans
Tag: Defined contribution
Small Businesses Still Struggle to Offer Retirement Plans
A study prepared for the U.S. Small Business Administration (SBA) found that nearly 72% of workers in small companies have no retirement plan available.
Target-Date CTFs Taking Hold in the DC Market
Collective trust funds (CTFs) are experiencing a renewed interest over the last few years in the defined contribution landscape, according to the latest retirement-focused research from Cerulli Associates.
DC Participants Sought More Risk in 2009
Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure...
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
servicing strategies
Annuity in 401(k) Clothing
Next best thing to a pension, or just another tired solution in a box?
BofA Merrill Introduces Financial Wellness Tool
Bank of America Merrill Lynch is introducing a tool to its 401(k) plan sponsor clients designed to monitor and score the "financial wellness" of employees enrolled in their...
New Program Helps Advisers Manage 401(k) Assets of Individual Clients
Retirement Management Systems, Inc., said it launched an asset management program to help advisers manage the 401(k) assets of their clients.
investment-oriented
Who Needs an Adviser?
Picking the best solutions—even the best automatic solutions—still requires expertise
Americans Staying in the Workforce Longer
The labor-force participation rate is increasing for Americans ages 55 and older as they are faced with higher health costs and economic losses, according to a study published...
Fidelity Says Participant Balances Gained Good Ground in 2009
Fidelity Investments' 401(k) highlights from 2009 showed that many participants recouped much of their losses from 2008.
Consultant Choice Affects Investment Strategy at DC Plans
A study affirms the idea that defined contribution (DC) plans could end up with differing plan design features and results depending on the choice of service providers such...
Mercer Finds Equity Markets End 2009 Strong
Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.
West Virginia Mulls State Retirement Plan for Small Businesses
The West Virginia Senate's Pensions Committee is discussing a plan to have the state set up retirement accounts for employees of small businesses.
Towers Watson Finds DB Plans Outperformed DC Plans
Rates of return for defined benefit (DB) pension plans outpaced those for defined contribution (DC) plans, including 401(k) plans, in 2007 and 2008, according to a new analysis...
McDermott to Head Goldman Sachs Institutional DC Unit
Goldman Sachs Asset Management (GSAM) announced that Bill McDermott has joined GSAM as Head of the Institutional Defined Contribution business.
J.P. Morgan Asset Management Realigns DCIO Teams
J.P. Morgan Asset Management has combined all of its defined contribution investment-only (DCIO) specialist resources into a single unit, DC Investment Solutions.
Kraft Excessive Fee Case Thrown Out
A federal judge in Illinois has turned away allegations by 401(k) participants at Kraft Foods Global that recordkeeping fees paid to Hewitt Associates were too high and the...