The Bottom Line
The Bottom Line
Best Practices for the IPS
Investment policy statements should reflect DC plan realities
PS Coach
PS Coach
Navigating RMDs
Sponsors need to know the required minimum distribution rules
DB Focus
DB Focus
The Middle Ground
Factor investing blends active and passive management styles
Insights |October 2017
Imagining Retirement
Research is increasingly examining whether success in saving for retirement can be improved by properly envisioning one’s retirement life
Issue Intro |October 2017
Core Topics
We’re always interested to know what you have found to be the most helpful takeaways from the issue
TDF Analysis |October 2017
Equity Exposure In TDFs
Strategic Insight’s quarterly target-date fund analysis
Plan Analysis |October 2017
Employer Generosity Grows
Highlights of BrightScope’s proprietary research
Compliance Update |October 2017
Compliance Update
Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to...
UpFront |October 2017
Millennials Face Gender Challenges
Among Millennials, women are making less income and saving less for retirement, Wells Fargo Asset Management finds.
UpFront |October 2017
How More Retirees Could Affect Investment Returns
The CRR explores various ways investment returns and Social Security could be affected by an aging population.
UpFront |October 2017
Children’s Impact on Retirement Security
Parents are especially at risk when they maintain a heightened level of spending after children leave the nest, the CRR finds.
UpFront |October 2017
Public Sector Employees Choose DB Over DC
Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.
UpFront |October 2017
Cost of Benefits for an Employer
A survey reveals issues employees have with open enrollment season.
UpFront |October 2017
The Dramatic Change in Participant Investing
While roughly 70% of investors use TDFs, about half of them have another investment in their 401(k) portfolio.
UpFront |October 2017
Older Workers Not Saving Enough
A new study suggests that without a universal supplement to Social Security, many of the 24 million workers ages 55...
UpFront |October 2017
Reversing the Search
J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs.
UpFront |October 2017
Most Participants Short On Savings Advice
Of those who do seek retirement investments advice, financial advisers are the most utilized source, according to a survey by Betterment.
UpFront |October 2017
Millennials’ Individual Responsibility Plus
Who Do You Believe Has the Most Responsibility in Ensuring People Have a Secure Retirement? Individuals Employers Government Millennials Generation X Boomers Seven out of 10 Millennials (69%)...
403(b) Q&A |October 2017
Questions, Answered
Defaulted loans; SCOTUS on church plans; non-eligible investments
Saxon Angle |October 2017
Distinctions Persist
Lawsuits overlook differences between 401(k)s and 403(b)s
Plan Profile |October 2017
Helping to Meet Participants’ Goals
A plan sponsor’s ‘Small Steps’ campaign aims for increased deferrals and savings