Tag: Defined contribution

News emerged Tuesday of a shift in the way Fidelity and Vanguard, two of the largest-volume providers of recordkeeping and investment products for retirement plans, work with and...

More than 82% of those from the Millennial generation, defined here as those born between 1977 and 1993, are now invested in a diversified portfolio.

Plan sponsors are being more conscious and cautious with respect to managing the implications of the DOL fiduciary rule—and this is impacting plan leakage and rollover decisions to...

Paying down debt and needing cash for day-to-day expenses are top reasons for decreasing plan contributions this year. 

Researchers conducted a survey that enabled SPARK to better determine how the RFP Guide is used by advisers and providers today, leading to the new update.

One change in the law means that in many cases, a participant will have more time in which to effect a tax-free rollover of a plan loan offset...

Besides revamping the public website, the participant and plan administration portals have also been enhanced.

Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.

The bill does not impact tax breaks for retirement savings, either by lowering the amount people can contribute or requiring some or all of the money to be...

This is up from 34% in 2016.

Research from Cerulli Associates finds plan sponsors must position managed accounts as a service, in order to change its costly product reputation.  

Congressional Republicans have successfully pushed a unified version of the Tax Cuts and Jobs Act through the House once, and they may now have to do it again. 

The text of a combined bill drawing together the House and Senate proposals is slowly emerging ahead of critical up-or-down floor votes scheduled for early next week.

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations...

Another 40% say they reduced their debt during the year.

U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds. 

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s...

Willis Towers Watson suggests 10 updated terms associated with DC plans, with the goal of elevating the quality of all retirement planning conversations.