Tag: Defined contribution
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
retirement income
Funding a Carefree Retirement
Retirement income solutions aim to find ways for savings to keep working so retirees can relax
investment-oriented
Grabbing the Right Option
The QDIA regulations open the door for new default options
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
trendspotting
5.9% Projected Growth in DC Assets
Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on...
servicing strategies
A Wise Choice?
Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final
regulatory radar
2009 ERISA Compliance Calendar for DB/DC/403(b) Plans
Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS),...
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?
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).