Tag: Plan design

Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.

During “America Saves Week,” plan advisers can help their plan sponsors turn up the savings to better prepare for retirement.

A federal appeals court has found a retirement plan participant need not show “harm” to pursue a remedy of plan reformation for failing to disclose information.

Plan sponsors should factor in the needs of Millennials when designing their company’s retirement plan, says a new paper.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

Aside from government and non-electing church plans, is there really such thing as a non-ERISA 403(b), given the rules plan sponsors must follow now?

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

JHS Capital Advisors now offers Lincoln Trust Co.’s Model(k) plan solution for broker/dealers in the small and mid-sized 401(k) market.

The recent decrease in the funded status of defined benefit pension plans highlights the need for plan sponsors to possess a strategy for locking in a favorable funded...

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.

Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year.

Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.

Automatic retirement plan features are gaining traction as a best practice way to help participants achieve retirement readiness, but one provider is taking them a step further.

Members of Generation X, those born between the early 1960s and the mid-1980s, have seen their retirement readiness degrade since the start of the Great Recession.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

For the third time in its history, the Pension Benefit Guaranty Corporation (PBGC) is using its authority to partition an insolvent employer’s participants from a multiemployer plan to...

A new program from TD Ameritrade offers registered investment advisers (RIAs) a turnkey solution for simplified development and management of qualified defined contribution retirement plans.

The Pension Benefit Guaranty Corporation (PBGC) proposed amendments to its multiemployer regulations to make the provision of information to PBGC officials and plan participants less burdensome.