Tag: Plan design

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).

Ameritas Life Insurance Corp. has partnered with Mesirow Financial Investment Strategies to bring fiduciary partnership services to retirement plan clients.

A federal appellate court has vacated a ruling about offsetting pension benefits and remanded the case back to a district court.

A good plan uses the right architecture, and the right architecture factors in steering the behavior of participants, a paper says.

The Internal Revenue Service (IRS) has updated two publications relating to 403(b) plans.

Consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution (DC) plans should take over the next year.

Witnesses during a U.S. Senate committee hearing argued that defined contribution (DC) plan design is key to solving the retirement crisis in America.

Retirement plan provider Securian Retirement announced the launch of a new open-architecture product offering.

The U.S. Supreme Court has agreed to hear a case raising fiduciary issues and questions about what constitutes prudent investment decisionmaking within employee stock ownership plans (ESOP).

Worries about recruiting and training new talent, as more Baby Boomers retire, top the list of challenges facing plan sponsors and advisers of 403(b) plans.

Many mid-market pension plans are considering de-risking, but still need to create a formal strategy.

Aon Hewitt has launched SimPlus Savings, a suite of services aimed at assisting retirement plan sponsors and fiduciaries with plan-related tasks.

More than half (60%) of 401(k) participants age 55 and older believe they are ill-prepared for retirement, says new research.

Transamerica Retirement Solutions released a new mobile application that allows plan advisers and financial consultants to directly compare retirement plans.

A new report finds that more employers are institutionalizing their 401(k) investments lineups.

Principal PlanWorks, from The Principal Financial Group, is designed to improve the retirement readiness of retirement plan participants.

A research paper examines the benefits of moving from a defined benefit (DB) plan to a defined contribution (DC) plan.

I learned one of my favorite words when I was living in Louisiana: lagniappe. It refers to a small gift a merchant gives a customer when they buy...

American Century Investments has launched a new online tool for retirement plan sponsors and advisers to better assess plan effectiveness.