Tag: Plan design
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IPSs Are a Good Defensive Move
They help advisers and sponsors focus on prudent investor rule
Supreme Court Stays Mandate for Dignity Health Plan
The high court has granted a stay on a lower court's mandate for Dignity Health to get its pension plan in compliance with ERISA.
Majority of Today’s Retirees Have a Pension
However, only 24% of workers are covered by a pension.
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New Frontier
What the past decade has meant for retirement plan advisers and where the industry will go from here
Bill Would Allow Small Employers to Participate in Open MEPs
The Retirement Enhancements and Savings Act of 2016 includes many other provisions that address plan sponsors' needs and questions.
Organizations Receive Grants to Explore Retirement Savings Options
The DOL previously announced it is offering grants to facilitate research into retirement plans for low-wage earners.
Vestwell Introduces Fiduciary, White-Labeled Retirement Platform
The platform gives financial advisers the ability to better service employers and employees, the company says.
Northern Trust Recommends Three Ways to Strengthen DC Plans
To mark the 10th anniversary of the PPA, the firm reassesses retirement plans.
IonTuition Reveals Student Loan Benefits Package
In a recent survey of managers, IonTuition found nearly all saw value in offering their employees benefits such as student loan repayment assistance.
Transamerica Launches 403b MEP for Higher Education Institutions
Higher-ed faculty and staff can save more for retirement due to the lower fee structure that results from pooling the assets of many plans into a single multiple...
PANC 2016: Next Generation Plan Design
Advisers can encourage plan sponsors to move beyond auto-enrollment.
PANC 2016: Top Trends
Two leading executives discussed the new fiduciary rule, retirement readiness, income and more.
IRS Issues Final Rule About Partial Annuities in DB Plans
The rule is intended to facilitate the payment of benefits partly in the form of an annuity and partly as a single sum.
Senate Hears Sobering Testimony on Retirement Income Gap
Among the worrisome data points shared with this week with U.S. Senators on the Special Committee on Aging is that nearly half of individuals cannot easily cover an...
Pension Administration Best Practices from Transamerica
A new whitepaper from Transamerica explores strategies for maximizing control and transparency in key pension plan processes.
ERISA Advisory Council Strongly Focused on DC Portability
Defined contribution plan participant experience expert expresses real confidence in the industry’s ability to “solve the portability problem.”
IRS Permits Hardship Withdraws for Louisiana Flood Recovery
The Internal Revenue Service announced that employer-sponsored retirement plans can make loans and hardship withdrawals to assist victims of historic flooding in Louisiana.
Deferral Rates and Matches on the Rise in 403(b) Plans
More 403(b) plan sponsors are also automatically enrolling participants.