Tag: Plan design

Elite retirement plan advisers are using new and proven tactics to meet the growing demands of plan sponsors in an evolving industry. 

Plan sponsors' fear of plan lawsuits is highly correlated to willingness to discontinue a DC plan in favor of a state solution, LIMRA finds.

When DC plans were first launched, plan sponsors mostly viewed them as a tool to attract and retain employees.

The report from Mercer suggests designing smart systems to help ensure adequate savings given the many things competing for an individual’s paycheck and the lure of the immediate...

The bill would implement a voluntary retirement program for businesses with 50 or fewer employees.

In a notice, the IRS reminds retirement plan sponsors it no longer issues determination letters for individually designed plans.

The lawsuit says Waddell & Reed forced its own 401(k) plan participants to choose among an investment lineup almost exclusively made up of funds managed by the company...

In addition, Vanguard found an increasing influence of financial advisers catering to the small business 401(k) market.

The amount of employers offering Roth contributions in their 401(k) plans rose by 50%, according to a study by T. Rowe Price.

Cost and oversight are cited as main obstacles.

Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future. 

Wells Fargo discusses best practices it found has improved the health of DC plans over the years.

Oregon's state-run retirement program for private-sector employees will be rolled out July 1.

In a world of heightened fee pressure and low long-term returns, asset managers are redesigning widely used TDFs and some are turning to strategic beta. 

The Supreme Court, in its decision about the definition of church plan, left out two key issues in the lawsuits, which it said were not issues before it.

Three long-time ERISA attorneys all agreed that there is just about as much retirement-focused litigation ongoing today as they have ever seen at any point in their careers.