Tag: Plan design

Matrix Financial Solutions is expanding its core mutual fund trading platform, offering advanced plan proposal and management features for financial advisers.

Principal Financial Group released a white paper called “Income Distribution: Comparing a Bucket Strategy and a Systematic Withdrawal Strategy.” 

Pension plan sponsors view controlling funded status volatility as the top priority for their organizations, reports an SEI Quick Poll.  

Four out of 10 employers expect to devote more time addressing retirement plan governance over the next two years. 

Research indicates that having employer-sponsored retiree health benefits could encourage workers to retire before age 65.

“There is still tremendous opportunity for advisers in the 403(b) space, particularly among smaller plans,” says Aaron Friedman, national non-profit practice leader, The Principal.

African-American small-business owners are more than twice as likely as other small-business owners to provide more access to 401(k)-type plans within the next 12-24 months. 

Half of small-business owners are under the misconception that offering an employer-match is required in a defined contribution retirement plan, preventing them from sponsoring a plan.  

A recently introduced tool from Fiduciary Benchmarks seeks to help plan sponsors optimize their plan design and improve their participants’ retirement readiness.

The Tax & Accounting business of Thomson Reuters has made a deal with Thompson Hine LLP to provide clients with custom retirement plans that meet IRS requirements. 

U.S. companies should engage younger workers in defined contribution plans as soon as possible in order for them to have a realistic chance of achieving a financially secure retirement,...

Eliminating retirement plan tax incentives could have a significant negative impact on retirement security by discouraging savings and reducing the number of plans offered, said small and medium-sized...

J.P. Morgan Asset Management has introduced a new design for the core menu line-up in defined contribution plans, called Core Menu Innovation (CMI).

Among plan participants who took some type of savings action during Q3 2011, 72% took a positive action (started or increased contributions), Bank of America Merrill Lynch reported....

Retirement plan provider Retirement Desk is offering a no-cost fee benchmarking service for advisers and sponsors. 

Fiduciary Benchmarks' Defined Contribution Plan Design Optimization Service provides an analysis of the impact of key plan design parameters on employee retirement readiness.

Charles Schwab has made several key enhancements to its Schwab EquiView recordkeeping system and Equity Award Center Web site.

After a dozen years here at PLANSPONSOR and PLANADVISER, effective November 1, I will join the Employee Benefit Research Institute (EBRI) in Washington, D.C., as Director, Education and...

IRA Financial Group has produced a guide covering the rules of operating a solo 401(k) plan, which is available for free to clients.