Tag: Defined Contribution (DC)

One-half of all of all families that have retirement account assets plus home equity rely on these for more than...

Two providers have introduced retirement plan health measurement tools with different approaches.

In light of surging health care costs, an HSA can serve as an important component to a holistic retirement-planning strategy.

Smart beta seeks additional outperformance and is a flexible enhancement to traditional index. Here’s what you should consider as a...

Research suggests timing the market reduces returns every year, but Millennials are making these decisions at an alarming rate.

To combat the risk of living out retirement income, Wells Fargo and MetLife are rolling out an annuity option which...

Still, 34% of non-retirees say Social Security will be a major source of retirement income, a Gallup poll finds.

Among other things, FSR said Treasury should replace the DOL's current fiduciary rule with a “best interest standard” adopted by...

Eighty-one percent of small business employees expect to be offered a retirement savings plan, but the reality is that only...

Michael Barry, president of the Plan Advisory Services Group, discusses the fundamental principles of the 401(k) system, defaults and plan...

President Trump has pledged to introduce his tax reform proposals on or around April 26, adding to speculation about how...

New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features,...

Plan sponsors with individually designed plan documents may want to adopt a pre-approved plan since the end of the IRS...

“What is the current maximum permissible vesting schedule for employer contributions to a retirement plan?

The annual cost across a workforce is an additional 1.0% to 1.5% a year.

The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management...

Their “Retirement Ripoff Counter” shows that without the protections of the fiduciary rule, investors are losing $1.9 million an hour,...

EBRI has joined the Bipartisan Policy Center in calling for a national, private-sector clearinghouse that could seamlessly handle rollovers from...

Nearly three-quarters handle five or fewer retirement plan audits a year, and this can lead to costly errors.

The Department is making the move in response to the Trump memorandum.