Tag: Plan design

The majority of company stock plan assets (57%) are being earmarked for eventual investment or retirement savings after participants sell them.

With defined contribution (DC) plans playing a growing role in retirement savings, one increasingly prevalent savings tool will be the target-date fund (TDF), BlackRock found.

 Quantifying key retirement risks is the first step advisers can take to help their plan sponsors address them with participants, according to a report.   

A good quarterly review starts with an effective meeting agenda, panelists told attendees of the 2012 PLANADVISER National Conference.

The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.

Wells Fargo Retirement announced enhancements to its service that measures the effectiveness of employer-sponsored retirement plans.

Kravitz’ 2012 National Cash Balance Research Report indicates a 21% annual increase in new cash balance plans, almost double the previous year's 11% growth rate.

The Hartford released a tool that permits savers to set savings and income goals, track their progress and integrate other financial sources.

Retirement plan sponsors say automatic features are increasing employees’ retirement readiness, according to a study from Lincoln Financial Group and Retirement Made Simpler.

A support tool and program suite for advisers from Schwab Retirement Business Service combines investment management tools, and fiduciary and plan design training.

Identifying a plan sponsor’s objectives for a defined contribution (DC) plan should drive the investment consulting process.

United Technologies Corporation (UTC) is helping participants tackle longevity risk with a new default investment option.   

A simplified retirement plan menu is best for plan participants and sponsors, panelists at the 2012 PLANSPONSOR National Conference agreed.

Default deferral rates in 401(k) plans with automatic enrollment led to higher participant retention, according to a study of New York Life Retirement Services’ clients.

The term “retirement readiness” is all the buzz, but what does it really mean for plan participants?

J.P. Morgan Asset Management introduced a tool to help retirement plan advisers facilitate conversations with plan sponsors about 401(k) plan design.

Forty-eight percent of plan sponsors who are not fully bundled indicate they would be open to bundling their retirement plans if convinced of the benefits.