Tag: DC plans

Fourteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 29.

A survey finds a drop in revenue sharing used to pay plan fees, and that half of DC plan sponsors...

Toni Brown, senior vice president, Retirement Strategy, Capital Group, says a plan sponsor with a clearly defined objective for its...

Aaron Friedman, national practice leader, tax-exempt, at Principal in West Palm Beach, Florida, says “small and mid-sized plans are very...

Beginning in January, terminating DC plans will have the option of transferring missing participants’ benefits to PBGC instead of establishing...

A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that...

The tables are to be used for determining contributions to DB plans and permitted disparity in DC plan contributions.

The group says it has considered moving from a DB plan for clergy to a DC plan and concluded that...

Nearly one-third (32%) of survey respondents said if this provision of tax reform is passed, it will cause them to...

The Academy has released a position statement, joining the GAO and Treasury Department in encouraging the use of lifetime income...

“Do the Experts have any Treats for us this Halloween, or only Tricks?”

IRS says missed repayments can be addressed in the following quarter or that participants can refinance a loan, but that...