Benefits |
Personalization Push Persists
Increased data availability has led to many more ways to customize the management of retirement portfolios.
Tag: Defined Contribution
Deadline Extended for Participating in the 2024 PLANSPONSOR DC Survey
Plan sponsors have until November 8 to complete the survey that can help them learn how their retirement plan stacks...
Opinions |
The Golden Anniversary of ERISA: Celebrating Progress and Charting the Future of Retirement Security
As we mark the 50th anniversary of the law, it is an opportune moment to reflect on its profound impact...
Benefits |
Design Options: Building Strong Retirement Plans
Retirement plan designs that include features and investment options incorporating retirement income into defined contribution plans are a 'good starting...
PLANSPONSOR Roadmap: SECURE 2.0 GPS
Experts review the road map for current and upcoming dates of the retirement legislation.
Retirement Contribution Limits, COLA Stay on Track With Continuing Resolution
The DC contribution limit was projected to be $23,000 for 2024, and the IRS should stay on track in implementing...
DC Plan Sponsors Should Pay Attention to Increased Litigation, Low Retirement Confidence
The first quarter of 2023 in the defined contribution market saw an uptick in lawsuits, many legislative and regulatory changes...
Transamerica Signs On as Recordkeeper for Smart’s ‘Choice PEP’
Smart Retirement Solutions’ new pooled employer plan aims to create a 401(k) retirement solution for employers looking to reduce their...
DC Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Plan Sponsors Seek Liquid, Portable Retirement Income Solutions
Most plan sponsors hope their retirement income solutions provide a paycheck-like experience to participants, T. Rowe Price research found.
DC Plan Sponsors Increased Focus on Cutting Fees, Protecting Against Litigation in 2022
Callan’s Defined Contribution Trends Survey revealed that plan sponsors had increased interest in DEI efforts and eliminating fees in 2022.
Benefits |
How Plan Sponsors Can Offer Backdoor Roth Conversions
Is a strategy that allows high-earners to roll over some of their retirement money into a Roth account worth the...
2023 DB Summit: Factors in DB Plan Decisionmaking
To keep the defined benefit plans active or not? That is the question for many plan sponsors.
Benefits |
U.K. Nest Pension Auto Enrollment Remains ‘Robust’
Despite turbulent year, auto-enrollment continues to thrive, with opt outs lower than expected.
GAO Study Highlights Increased Mortality of Impoverished Seniors
The U.S. is more unequal than the other countries studied, low income and wealth are associated with higher mortality, and...
EBRI CEO Lori Lucas Announces Pending Retirement
Lucas will stay at the helm through the end of the year while helping the research group source its next...
Plaintiffs Say Swiss Re Plan Fiduciaries Committed Breaches
The plaintiffs suggest their retirement plan’s fiduciaries failed to fully disclose the expenses and risk of the plan’s investment options...
In Private Letter Ruling, IRS Permits DB-to-DC Asset Transfer
The ruling only applies to the case at hand, but there are still lessons to be learned from an employer’s...
Where Does the Securing a Strong Retirement Act Stand?
Experts are optimistic regarding the future of the retirement reform legislation that seeks to build on the SECURE Act, but...
Hopes Are High for Lame-Duck Passage of SECURE 2.0
One retirement industry policy expert says the conversations she is having on Capitol Hill make her optimistic that the ambitious...