Tag: defined contribution (DC) plans

An Information Letter addresses concerns with offering private equity in DC plans with five paragraphs detailing considerations for plan fiduciaries...

The benefits of keeping assets in the plan should be communicated to retirees, and plan sponsors should adjust design to...

Stopping employer matching contributions, laying off employees, adjusting DB plan contributions; plan sponsors need to understand the effects of each...

Implementing lessons learned from behavioral finance and measuring plan success by participant retirement readiness can help, according to Brodie Wood,...

Do managed accounts or larger investment menus encourage participants to add more to their DC plans?

Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and...

Michael Barry, president of O3 Plan Advisory Services LLC, explains how, in the long run, decreases in interest rates drive...

Despite market volatility, few participants in defined contribution (DC) plans served by Vanguard made one or more portfolio trades during...

A Cerulli Associates report explains how different alternative investments can help a derisking defined benefit (DB) plan with liability hedging...

Researchers argue that financial illiteracy impedes plan participants’ ability to determine how to invest their savings, and propose mandated employer-provided...

While start-up plans do offer beneficial provisions for retirement plan participants, PLANSPONSOR’s 2018 Defined Contribution Survey finds not all of...

If they were automatically enrolled into a defined contribution plan, 77% say they would remain in the plan.

Stressing what can be lost or gained, peer reviews and comparisons and certain plan design features are among the suggestions...

Over the past decade, overall, there was a higher percentage of withdrawals among people who terminated employment after reaching age...

“Growing emphasis on financial wellness, concerns about lack of retirement income options within employer-sponsored plans, increasing customization for the participant,...

Cerulli Associates found fee sensitivity and the notion that environmental, social and governance (ESG) investing entails a trade-off in performance...

Analyzing a group of plans, pairing certain plans with others that had match formulas that mimic or simulate the stretched...