Tag: Defined contribution

servicing strategies

Beyond Data Mining

Recordkeeping services can feel commoditized, but the right choice demands careful consideration
investment-oriented

Collective Wisdom

What you should know about collective trust funds
trendspotting

DC Favored

Census data show strengthening DB to DC trends
investment-oriented

Exchange Rates

ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
beyond (k)

The Same, but Different

Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans
research

Added Value

How advisers are making a difference
dean's list

“Broken” Record

There's been a lot of press devoted lately to the "failure" of the 401(k)
fiduciary fitness

Changing Times

Is it possible to change the matching contributions under a safe harbor 401(k) plan?
road test

Road Test

A review of a recent product development
micro scope

Room To Grow

Micro plans offer good plan designs, but have room for improvement
research

Size Matters

Benchmarking a plan against comparable ones gives you a true indicator of success
trendspotting

Two-Thirds of DC Plans Use Management Consultant

Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).