Compliance | June 1st, 2015 Plan Sponsors Should Be Aware of Common Errors Knowing what to avoid and working with advisers and providers can help retirement plan sponsors maintain good plan operations.
Administration | May 22nd, 2015 401(k) Outflows from Retirements Can Be Offset Plan sponsors should encourage additional savings to keep plans healthy.
Compliance | May 19th, 2015 Considerations for Retirement Plan Sponsors after Tibble Ruling The U.S. Supreme Court has taken a modest step to ensure the fiduciary “duty to monitor” retirement plan investments is...
Data and Research | May 12th, 2015 Intuitive Design Boosts 401(k) Plan Wellness As employers look for ways to increase their employees’ engagement in a workplace retirement plan, they turn to auto features...
Data and Research | May 12th, 2015 $24B in Match Dollars Left Unclaimed Money left on the table creates an opportunity for plan sponsors to send a clear message to their plan participants:...
Compliance | May 7th, 2015 Law Firm Investigating IBM 401(k) Plan A law firm says allegations of fraud in a current lawsuit against IBM raise questions about its handling of 401(k)...
Products | May 5th, 2015 SmartPlan Spanish Enhances Engagement and Enrollment The launch of SmartPlan Spanish will provide additional retirement plan education resources to one of the fastest-growing population segments in...
Data and Research | April 29th, 2015 Fidelity Reports Record High Retirement Plan Balances Participants in Fidelity retirement plans set new records for account balances and contribution rate increases during Q1 2015.
Participants | April 16th, 2015 Participants Need Improved Financial Education A study by The Guardian finds a link between a lack of financial education and poor retirement outcomes.
Compliance | April 13th, 2015 Calmer Perspectives on Tibble Fee Case Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs....
Compliance | April 9th, 2015 Real Estate Services Firm Settles Stock Drop Case LandAmerica Financial Group will pay $5 million to settle claims it held company stock in its 401(k) plan when it...
Deals and People | April 6th, 2015 PLANSPONSOR Announces 2015 Best in Class 401(k) Plans PLANSPONSOR honors 29 firms with new “Best in Class” 401(k) Plan Designation.
Participants | April 3rd, 2015 Most Americans Unaware of IRS Deferral Limits A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits...
Investing | March 25th, 2015 DC Consultants Focused on Income Questions Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.
Participants | March 10th, 2015 DC Participant Trading Light in February Participants in defined contribution plans did little to rebalance their portfolios in February.
Participants | February 17th, 2015 Disruptions Take $2.5T Retirement Bite Two-thirds of Americans surveyed have seen their long-term life and retirement plans disrupted at some point, TD Ameritrade says in...
Compliance | February 2nd, 2015 Former Comcast Employee Accused of Bilking Retirement Accounts A U.S. attorney has accused a former Comcast employee of creating dummy retirement accounts and defrauding the firm of nearly...
Benefits | January 30th, 2015 Average 401(k) Balance Record Set Again Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.
Deals and People | January 29th, 2015 California Retirement Plan Consultants Combine QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.
Compliance | January 27th, 2015 Senator Hatch Outlines Plans for Retirement Reform Senate Finance Committee Chairman Orrin Hatch (R-Utah) has formally outlined his hopes and expectations for federal tax reform, including changes...