Tag: Plan design

SEI held a webinar looking at how DC plans are changing and what this means for plan sponsors

“It is almost akin to buying fiduciary insurance,” says Tod Ruble with Custodia Financial. “Plan sponsors are maintaining fiduciary obligations and improving outcomes for participants.”

In a complex but informative ruling, a federal judge describes why many aspects of an ERISA complaint leveled against Allianz Asset Management should be allowed to proceed to...

They also value a match more than they do a salary increase.

SSGA contends there are things retirement plan sponsors can do to help participants prepare for retirement before their mental capacity begins to wear away.

The Department is offering $100,000 in funding through the Portable Retirement Benefits Planning program.

While Rocaton Investment Advisors strongly advocates for 403(b) plans to consolidate recordkeepers, even those that don't can improve their plans.

CUNA Mutual Retirement Solutions has introduced an enhanced service model, dubbed ClearDirection Plan Management.

Among the recommendations is to establish a nationwide minimum-coverage standard to pre-empt the patchwork of state-by-state regulation that is already developing.

The upcoming webcast will detail major changes to the IRS determination letter and remedial plan amendment programs being implemented January 1. 

Contrary to conventional advice, researchers found the largest economic benefits from Roth investments accrue to high-income investors.

The paper from the DCIIA also presents a roadmap for implementing automatic plan features over time.

Nearly one-third of respondents to a Willis Towers Watson survey have had their retirement plans audited by the IRS or DOL, and the rate is even higher among...

Increasingly, participants are being directed into default investments selected by the small business plan sponsors Vanguard serves.

A vast majority think their employees would take advantage of such a benefit.

Empower will work in conjunction with SPARK to develop an industry-wide forum in which members could build a set of agreed-upon priorities.

Plaintiffs in the suit contend plan fiduciaries did not follow ERISA, then claimed "church plan" status when announcing the plan would be terminated.

But the outlook for both sexes isn’t good.

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term.

Nearly three-quarters think the market volatility will settle down by year’s end.