Tag: Plan design

Higher education institutions across the U.S. are enacting plan consolidations and refining features to drive down costs, a Transamerica report shows.

Fidelity Investments says the average balance of its 401(k) plan accounts rose to a record high of $84,300 at the end of the third quarter.

A strategy that is more than 50 years old, smart beta is receiving new attention as investors seek alternatives to passive, index-based asset management.

The Government Accountability Office (GAO) asked the U.S. Treasury and Department of Labor (DOL) to revise electronic disclosure rules governing employee-sponsored retirement plans to improve clarity and protect...

The right metrics and valuation strategy can help defined contribution (DC) plan investment committees cut through the complexity of evaluating target-date fund (TDF) performance.

Automatic plan features, including do-it-for-me investments, have helped defined contribution (DC) plan sponsors.

Retirement investing is at the top of the financial to-do list for affluent Americans, according to Bank of America’s latest Merrill Edge Report.

In support of National Save for Retirement Week,  ADP offers tips to help small and midsized business owners engage Generations X (employees  between ages 30 and 50) and...

The complexity of alternative investments prevents many financial advisers from advocating their addition to client portfolios, despite the diversity and volatility advantages alternatives can confer.

Employees, especially Baby Boomers, are facing a shortfall when it comes to their retirement savings, a survey found.

Allianz Global Investors offers its web-based Target-Date Tool Set for retirement plan advisers.

Principal Financial Group has released Principal SERP Select to help owners of growing businesses provide key employees a way to better prepare for retirement.

Retirement plan participants may be more open to changes in the design of their plans than previously thought, according to a new study.

Small-cap growth funds represent a potentially effective way for those with retirement saving shortfalls and concerns about improving portfolio growth to provide additional stock and sector diversification while...

A new retirement readiness survey found an increasing number of plan sponsors point to participant outcomes, not gross participation rates, as the best measure of success for an...

A study indicates employers may be offsetting their matching contributions to manage cost increases from automatic enrollment into defined contribution (DC) retirement plans.

An analysis of the adequacy of retirement systems shows while the United States has fallen behind internationally, there are ways for it to improve.

Small companies (10 - 499 employees) face retirement plan coverage and participation, as well as employee retirement readiness, challenges, a report suggests.