Tag: Plan design

Simplifying the 401(k) plan enrollment process may help employees save more effectively for retirement, says a recent paper from Bank of America Merrill Lynch.

Witnesses for a hearing about women’s retirement security advocated for Social Security improvements, expanded retirement plan access, and plan design changes.

Caveats included in pension benefit statements provided by Ford Motor Company saved the company from liability in a recent court case.

The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.

The Internal Revenue Service (IRS) announced safe harbor retirement plans can be amended mid-year for changes relating to language about same-gender marriages.

Eagle Asset Management has initiated distribution of collective investment trusts (CITs).

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

Small business owners and human resources staffers can save nearly $1,000 in waived 401(k) plan startup fees through a promotion from ShareBuilder 401k to mark Small Business Week.

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

Seyfarth Shaw, a law firm specializing in employment and benefits law, unveiled a new Employee Benefits Administrative Service Center for retirement plan clients.

Simply measuring the average participant’s retirement savings shortfall will not help employers improve plan outcomes, says Kris Gates, vice president of customer experience marketing with MassMutual.

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

The smallest of employers are gaining enough confidence in the economic growth of their businesses to increase efforts to help employees save for retirement.

J.P. Morgan Asset Management has revamped its Target Date Compass Program to help financial advisers steer plan sponsor clients through an increasingly complex target-date fund (TDF) selection process.

U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, has acquired the Common Remitter Services business of CPI Qualified Plan Consultants, Inc.

Matrix Financial Solutions selected Risk Compliance Performance Solutions (RCP) to provide uncashed check mitigation services to its qualified retirement plan clients.

New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached $88,600 during the first quarter of 2014, boosted by automatic plan features and...

Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.

Helping employees attain financial wellness isn’t just another part of the benefits program—it can be downright healthy for a company’s bottom line.

Employers are finding more reasons to de-risk their defined benefit (DB) retirement plans, says a new analysis from Buck Consultants.