Tag: Plan design

According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework...

The firm will be presenting the tool to its own network of advisers.

To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.

Employees of small businesses with retirement plans that include automatic enrollment have far higher participation rates across all demographic variables, according to new data shared by Vanguard. 

They are on track to replace 75% of their income, compared to 64% for Americans overall.

There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program,...

“Because the Department of Labor views plan loans as investments, they should be treated with the same level of care and scrutiny as any other investment,” says Rob...

While the conference is quickly approaching, there is still time to sign up. All the information you need is here. 

Two new IRS publications lay out important rules and clarifications for when and how to prorate compensation and benefit limits for short plan years.

Legal experts generally consider reconsideration of a judgment an extraordinary remedy, one which will be granted only sparingly; even so, a federal district court has admitted key mistakes...

Defining retirement goals by a particular age can be risky, according to LIMRA Secure Retirement Institute research, as it doesn’t account for the actual savings and assets available...

Looking across today’s DC plan marketplace, researchers suggest it is still much more common to see plan designs that are tailored to drive retired or terminated participants out...

Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed MEP can offer not-for-profit 403(b) plans.

New features allow users to view Employee Benefit Plan Audit Prospecting ReSource firm histories dating back to the 1999 plan year.

In a wide-ranging interview with PLANADVISER, DCIIA leaders Lew Minsky and Peg Knox outline their lead policy priorities for the remainder of 2018, including a focused push around...

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...