Tag: Plan design

Employees are less confident about retirement, and expect to work longer and retire later, a survey finds.

Over the years, defined contribution (DC) plan sponsors have collectively put in tremendous energy and resources to advance participants’ retirement readiness.

 Participation rate may be a common standard for plan sponsors when they look into the benchmarking process, but not many would say it is a sufficient—or even very...

ADP released the ADP Plan Health Review, a tool to help plan sponsors measure the retirement readiness of their employees.

Advisers have an untapped opportunity to help 403(b) plan sponsors, especially because these plans increasingly have features in common with 401(k)s. 

A survey of retirement plan advisers (called “consultants” in the study) said they must make changes if they want to increase sales and retain more business. 

The Defined Contribution Institutional Investment Association (DCIIA) released a white paper that examines how to design investment menus for defined contribution (DC) plans.

The majority of defined contribution (DC) plan participants participating in a recent poll are interested in having a guaranteed income option.

The Plan Sponsor Council of America (PSCA) has begun its 56th Annual Survey questionnaire, which will examine trends with defined contribution (DC) plans.

With the right combination of plan design and automated program features, retirement plan effectiveness can often be improved within reasonable budget levels, a paper asserts.

Though a worthy idea, the target-date (TD) fund concept appears to have been implemented hastily and poorly, a paper asserts.

Retirees who have a positive relationship with their plan provider are more likely to keep their assets with that provider, a study found.

As the industry talks about moving away from traditional benchmarks; how plan sponsors benchmark their plans was the subject of a panel discussion for advisers.

Corporate Insight spends much of its time analyzing the retirement plan participant experience with plan providers.

By and large, 401(k) plans have been a success. 

Witnesses testifying before a senate committee shared the initiatives that are working and need to continue or grow to help workers save for retirement.

Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.

New data from Fidelity Investments indicates 401(k) participants are getting the message about saving more and diversifying.

Risk parity is an alternative form of portfolio management that allocates capital based on the underlying risk of asset classes, rather than anticipated returns.