Tag: Plan design

Prudential Retirement says DC Optimization can help plan sponsors design a retirement plan that supports their organizations' business objectives.

The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors. 

Pentegra Retirement Services Introduced the Advisor SmartPath report to help advisers drive retirement readiness among their client base through innovative approaches to client service and plan design.

Through a partnership with Student Loan Genius, Prudential clients can offer a student loan repayment benefit that will help employees save for retirement.

The IRS says if a benefit formula applies solely to a highly compensated employee who is identified by name, it does not apply to a reasonable business classification.

The appellate court maintained that, under ERISA, a church plan must be established by a church, and Advocate Health Care Network's DB plan was not.

A white paper from Paragon Alliance Group intends to aid defined contribution plan sponsors in deciding whether auto enrollment...

Transamerica attributes this, in part, to more institutions using plan advisers.

A report by Daniel Schwallie, an attorney with Aon Hewitt’s Retirement Legal Consulting & Compliance practice, offers a guide for safe harbor plan nondiscrimination testing.

Through the ASAE Retirement Trust, organizations gain access to institutional pricing that’s often out of reach for many associations and nonprofit organizations, the company says.

It gets participants' portfolios on track and presents an opportunity to select lower-cost funds.

Target-date funds may not be a set-it-and-forget-it investment after all, according to a Financial Engines study.

Rather than considering contributions, cross-testing focuses on benefits.

A research brief contends that a national auto-IRA program would be more efficient at closing the retirement plan access gap than state-run programs.

Most workers save only enough to get the employer match, according to research from LIMRA.

The Fortune 500 listing is often thought of as a pillar of stability, but that description hardly fits the way the world's biggest companies have handled retirement benefits...

A federal court has found that RJR proved a prudent fiduciary would have removed Nabisco stock from its 401(k) plan.

Fidelity realizes retirement plan participants have competing financial priorities and don't feel they can increase their savings every year.

A survey finds Millennials are committed to saving.