Tag: Plan design

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

As defined contribution (DC) plans have much more inherent risk than defined benefit plans, participants, sponsors, and advisers need to take a more hands-on and active approach to...

In the opening panel discussion at the PLANADVISER National Conference (PANC) in Orlando on Monday, four panelists discussed the need for more participant education and the evolution of...

The Unified Managed Account Exchange, UMAX, will provide independent registered investment advisers (RIAs) with more flexibility and allow them to expand investment options for clients.

A new analysis finds indicates that while many 401(k) participants continue to stay the course, they’re also pulling more money out of those plans.

More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008. 

A new study suggests that many providers are effectively ignoring their own counsel about targeting products, messaging, and communication approaches to distinct demographic segments. 

While they are familiar with automatic enrollment, most large employers surveyed by AARP aren’t implementing it.

The number of large U.S. companies that are replacing defined benefit (DB) programs with account-based retirement plans for new salaried employees continues to be on the upswing.

I’ve been a huge “Star Trek” fan for most of my life. 

Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...

Sixty-eight percent of employers reported that their company allows 401(k) participants to contribute 25% or more of their earnings, according to a survey by BLR.

Here’s a question to ask your plan sponsor clients: “Why do you offer a 401(k) plan?”

Benefit Plan Solutions has announced its newest service offering, DC Solutions, a technical consulting, problem solving, and plan design service.

Defined contribution (DC) consultants said they are providing custom asset-allocation services, such as target-date strategies, to an increasing number of clients, according to a PIMCO survey. 

Recent research found that one-fourth (26%) of employers have either scaled back their retirement plan contributions or eliminated the company match altogether in an effort to reduce costs.

Research from Fidelity Investments indicated many employers are reinstating employer matching contributions to their 401(k) plans.