Tag: Plan design

Wasatch Advisors announced that it intends to close the Wasatch Small Cap Growth Fund (WAAEX) to new investors through most third party intermediary platforms as of January 31,...

Retirement plan sponsors report that client service has now become one of their top reasons for choosing a new plan provider, according to a survey by Anova Consulting...

Victory Capital Management announced it is eliminating minimum asset thresholds for retirement plan investors.

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

Somewhere over the course of your academic or professional career, I’m sure you’ve been exposed to any number of group exercises.  

A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.

Mercer released its list of suggested New Year’s Resolutions for defined contribution sponsors; something a plan adviser may want to pass forward. 

A Pricewaterhouse Coopers (PwC) survey finds asset managers are more focused on valuation for accuracy, risk management, transparency and accountability purposes.

Defined contribution plan sponsors intend to improve company contributions, automatic features, and usage of Treasury Inflation-Protected Securities (TIPS) funds, according to a new report.

Ascensus, a retirement plan solutions provider for broker/dealers and RIAs, announced enhancements to its retirement platform that it says “simplify retirement plan management.”

The Internal Revenue Service has issued Notice 2010-90, which provides a cumulative list of changes in plan qualification requirements.

Smaller plans don't necessarily cheaper costs.  A new survey actually proves otherwise. 

Legg Mason, a global asset management firm, has created the Retirement Advisory Council, bringing together 14 industry leaders to delve into the major challenges facing the retirement industry. ...

The Principal Financial Group found that the design of the employer match can be a powerful motivator for participants, even when the employer’s total contribution doesn’t change.

Thanksgiving has been called a “uniquely American” holiday, and one on which, IMHO, it is fitting to reflect on all for which we have to...

MetLife is offering a new resource that provides employers and brokers with practical strategies for developing more competitive benefits programs for highly compensated employees.

In a very real sense, this has been a “rebuilding” year for many plan sponsors and participants.  

Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to PLANSPONSOR’s annual Defined Contribution...

Large-size U.S. plan sponsors recently surveyed believe participation in defined contribution plans should be mandatory, with immediate vesting of employer contributions.

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.