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Week ending April 21, 2017
NOTE FROM THE EDITOR
Hello, PLANSPONSOR readers! Despite news reports of struggling retirees, this week, the Investment Company Institute found they have adequate income replacement. But, research from Morningstar shows those of us not yet retired need nudges to improve savings. Retirement plan consultants make recommendations for defined contribution (DC) plan investment lineups, while research from Pew reveals defined benefit (DB) plans’ move to alternative investments actually results in more volatility. Also, time is running out for those plan sponsors with individually designed plans who want to adopt a pre-approved plan now that the Internal Revenue Service (IRS) determination letter program has changed. Enjoy your weekend!
EDITOR'S CHOICE
Data and Research
ICI Measures Adequate Income Replacement
Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.
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Administration
Participants Must Be ‘Nudged’ Toward Higher Savings Rates
New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features, and stretching the employer match.
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Investing
Target-Date Fund Reviews a Top Priority for Plan Sponsors
Consultants responding to a PIMCO survey make recommendations for defined contribution (DC) plan investment lineups.
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Investing
Public Pension Shift to Alternatives Results in More Volatility
Data from Pew does not reveal a best or one-size-fits-all approach to successful investing, but there is a uniform need for full disclosure on investment performance and fees.
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Compliance
DC Plan Sponsors Have Until May 1 to Adopt Pre-Approved Plan
Plan sponsors with individually designed plan documents may want to adopt a pre-approved plan since the end of the IRS determination letter program.
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MOST POPULAR STORIES
Data and Research
More Americans Say They Want to Stop Working and Retire
However, they may not be saving enough to reach this goal, according to Hearts & Wallets' analyses.
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Data and Research
Social Security Reform Should Consider Life Expectancy Gap
Researchers found that for those born in 1960, there is a $130,000 gap in benefits between the highest and lowest socioeconomic groups.
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Data and Research
Sharp Attention Needed To Interpret Retirement Plan Fee Data
Even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking.
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Data and Research
Older Workers Unable to Retire Cost Employers $50,000 a Year
The annual cost across a workforce is an additional 1.0% to 1.5% a year.
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Research
2016 Recordkeeping Survey
The market's growth has manifested itself with more recordkeeping assets concentrated in the 20 largest providers. This trend also highlights the homogenization and commoditization of a growing number of recordkeeper services that were considered added value just ten years ago. Although providers in the 2016 PLANSPONSOR Recordkeeping Survey are ranked according to various criteria, none of the rankings can definitively answer the question of whether bigger recordkeepers are better recordkeepers.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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