Tag: Defined contribution
cover story
Reality Check
Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story
Reality Check
Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story
Reality Check
Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story
Reality Check
Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
sales champ
Spinning the Web
Web education tools can help advisers communicate more efficiently and effectively
fiduciary fitness
The IRS Responds to Sponsors’ Cries
Suspension or reduction of nonelective contributions under safe harbor 401(k) plans
regulatory radar
Andrews Bill Raises Questions
Is this the end of the road for the PPA’s fiduciary adviser?
intro
Fresh Perspectives
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
DC Consultants Adjust Offerings to Address New Trends
The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...
fiduciary fitness
(Non)Testing Grounds
What exactly is a qualified automatic contribution arrangement?
trendspotting
Annuities in 401(k) Increasingly Accepted
Annuities in defined contribution plans are gaining momentum as aging Baby Boomers seek to create guaranteed retirement income streams, according to "Guaranteed Annuities in Defined Contribution Plans," a...
micro scope
Small World
Data show micro plans are not simply miniature replicas of the larger-plan space
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration