Tag: Practice Mgmt

Mercer has released a list of six tips for plan sponsors that are considering a participant cash-out program for their defined benefit (DB) plans.

With the right combination of plan design and automated program features, retirement plan effectiveness can often be improved within reasonable budget levels, a paper asserts.

Though a worthy idea, the target-date (TD) fund concept appears to have been implemented hastily and poorly, a paper asserts.

The Mariner Incubation Fund will be managed by Eric Pellicciaro, who joined Mariner Investment Group from BlackRock.

MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.

U.S. investors said they have just 11% on average of their income-producing assets invested internationally.

Employees want to understand their benefits better and employers could improve their benefits communications, a survey suggests.

More American workers are planning for their retirement, according to the latest Financial Well-Being Index from The Principal.

The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives to plan-to-plan rollovers.

Europe, sequestration, interest rates and that evergreen—government spending—are all part of the landscape dimming advisers’ enthusiasm for the economic outlook, a survey found.

Following the financial crisis, 56% of investors now believe it is entirely their responsibility to prepare for retirement, a Fidelity Investments survey finds.

New research shows providing employees with retirement income projections may lead them to save more.

Five percent of Section 401(k) plans include an automatic contribution arrangement (ACA), according to the Internal Revenue Service (IRS) 401(k) Compliance Questionnaire. 

The J.P. Morgan Funds Guide to the Markets for the second quarter of 2013 has been released.

Four in ten (44%) Americans polled admit their retirement savings may not last until the end of their life.

Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.

The Internal Revenue Service (IRS) offers material on its website about international issues affecting retirement plans in the U.S.

Half of retirement plan participants younger than 34 reported they have left a job in the past five years, leaving the door open for plan leakage.

Total U.S. retirement assets hit a new record high of $19.5 trillion as of December 31.

Institutional investors have taken concrete steps in the last five years to address investment risks.