Tag: Defined contribution

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. 

A Lincoln Financial Group study found government employers want to see better technology, advanced plan designs and personalized service from providers. 

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more. 

One clear way to help prevent retirement plan leakage is to help families cope with financial shocks and income volatility in the short term; one way to do...

Siding with the district court, the 3rd Circuit ruled simply that “plan participant bargaining power … is not a substantive element of a top-hat plan.”

The number of participants taking hardship withdrawals remained less than 1%.