Tag: Plan design

The Internal Revenue Service (IRS) has modified Revenue Procedure 2013-22, which sets forth procedures for issuing opinion and advisory letters for § 403(b) pre-approved plans.

Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years.

Retirement advice professionals must confront some acute challenges in the months and years ahead to ensure their ability to support clients—and grow their own firms—remains intact.

A skilled active manager can add notable value to investment portfolios compared with less-skilled managers and passive investments, according to a recent white paper from RidgeWorth Investments.

Fidelity was able to convince an appellate court to vacate some of the decisions made against it in the widely watched case of Tussey v. ABB, Inc.

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

Since the Department of Labor (DOL) proposed including lifetime income illustrations on retirement plan participant statements, no doubt most in the industry have assumed the information would come...

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.

The Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI) has consistently found a relationship between the level of participants’ debt and retirement confidence.

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

OTB Strategic Consulting, Inc., a business advisory firm, has launched The FIRE System, an online 401(k) self-assessment tool for plan fiduciaries.

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

More than one-third of employees are not prepared for retirement, says a new survey.

The Pension Benefit Guaranty Corporation (PBGC) has issued a final rule implementing changes to premium due dates and calculations.

A new analysis from investment intelligence firm Strategic Insight shows plan sponsors have enhanced key features and processes within their retirement plans over the last several years.

BPAS, a provider of retirement plan administration services, launched the “Retirement Gap Report” report to help clients assess the overall health of their retirement plans.

A Yale Law School professor known for making waves in the retirement industry released a study arguing plan sponsors tend to establish investment menus that encourage underperformance.

The investment options are unfamiliar to a third of plan participants and the wide variety of choices is confusing, which can mean an opportunity for education and advice.

The Massachusetts Securities Division is looking into how many 401(k) plan sponsors have moved to paying deferral matching contributions annually.

A greater focus on participant outcomes and their own fiduciary responsibilities may be leading more plan sponsors to adopt managed accounts for their retirement plans.