Tag: Plan design

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.

Wealth Management Systems Inc. (WMSI) launched a small business retirement plan comparison calculator that can help growing employers benchmark retirement plan performance.

A new customizable report card tool from Great-West Financial helps retirement plan sponsors and advisers evaluate a plan’s overall performance according to a variety of key metrics.

Sure it's good to achieve a “comfortable” retirement, but one investment manager says many retirement plan participants are struggling to achieve even basic levels of retirement income adequacy.

Sponsors of both defined benefit (DB) and defined contribution (DC) retirement plans will need to review plan documents to ensure the definition of “spouse” conforms to current federal...

Credit unions providing a 401(k) program to 100 employees or more can save money and streamline their administrative tasks by joining a new multiple employer plan (MEP) administered...

Investment consultants polled for an annual PIMCO survey voiced near-unanimous support for the use of alternative investments, especially in custom target-date and target-risk strategies.

Retirement plan participants are showing strong interest in target-date strategies, but one provider says retirement investors should stick to the most conservative approaches.

Today, the retirement plan industry is placing greater emphasis on getting participants to and through retirement successfully.

Defined contribution (DC) plans are increasingly adopting practices similar to defined benefit (DB) plans to improve participant outcomes, including automatic enrollment and “do-it-for-me” investments.

Market conditions like those seen in 2013 benefited those plan sponsors that had not yet moved to de-risk their defined benefit (DB) plans.

A new analysis from the LIMRA Secure Retirement Institute suggests more than four in 10 employers believe the Patient Protection and Affordable Care Act (or ACA) has directly...

Passage of 403(b) regulations in 2007 led 403(b) plans to adopt similar requirements and administration practices to those of 401(k)s.

When it comes to executive retirement arrangements, a recent study reveals a continued emphasis by U.S. companies on elective deferred compensation.

OneAmerica has launched its OneSolution platform, a collection of tools and services for employers to better manage their retirement plans and increase plan participation.

MassMutual’s retirement services division launched an enhanced participant website designed to make it easier for employees to prepare for retirement.

Lincoln Financial Group has launched its Presidential Managed Risk Moderate Fund.

The Internal Revenue Service (IRS) has released guidance on the treatment of marriages of same-gender couples with regard to retirement plans.

The Securities and Exchange Commission (SEC) is again seeking public comment on rule amendments proposed in 2010 that would change the way target-date funds (TDFs) are marketed.

More than half of employees are unsure their 401(k) retirement plan will provide them with adequate funds for retirement, says a new survey.