Data and Research | February 26th, 2018 Sponsors Making Great Strides on Their Retirement Plans With concerns about retirement readiness growing, sponsors are turning to automatic features, increasing their contributions, streamlining their investment menus and...
Data and Research | February 22nd, 2018 2017 Was a Good Year for DC Plan Metrics ICI recordkeeper data shows that in the first nine months of 2017, the amount of participants contributing or taking a...
Data and Research | February 2nd, 2018 Americans Confident DC Plans Can Help Them Meet Their Goals They like the tax advantages, investment opportunities and investor control that 401(k)s and other DC plans offer them, ICI finds.
Compliance | February 1st, 2018 DOL Reports Robust ERISA Enforcement in 2017 The Employee Benefits Security Administration (EBSA) restored more than $1.1 billion to retirement plans, health plans and other welfare benefit...
Data and Research | January 31st, 2018 Fidelity Sees Improvement of Retirement Readiness of Plan Participants The firm's analysis found participants who also had HSA savings were more retirement ready than those who did not.
Products | January 29th, 2018 TD Ameritrade and FeeX Partner on DC Plan Fee Analyzer Participants in 401(k), 403(b) or other defined contribution (DC) plans can compare administration and individual mutual fund fees to fees...
Data and Research | January 23rd, 2018 Millennials Face Many Challenges in Preparing for Adequate Retirement However, researchers say their outcome could possibly improve, given the fact that they still have a long time horizon to...
Data and Research | December 27th, 2017 Interest in Retirement Advice Increases Wtih Age, Account Balance, Contributions TIAA also discovered that participants with web access are twice as likely to seek out advice as those without web...
Data and Research | December 21st, 2017 Many Investors Plan to Increase Retirement Plan Contributions in 2018 Forty percent plan to increase their deferral rate, up from 24% in 2016.
Compliance | December 14th, 2017 Bill Would Require Employers To Automatically Enroll Workers All employees would have 6% of their income contributed to a workplace retirement plan and have these contributions automatically escalated...
Compliance | December 8th, 2017 Tax Reform Could Limit Incentives for Small Business Retirement Plans The American Retirement Association says that by lowering small business income tax rates to 27% but not applying that to...
Administration | December 7th, 2017 Willis Towers Watson Makes Suggestions for Improving DC Plan Thinking The consultancy issued a white paper redefined DC plan-related terminology.
Data and Research | November 30th, 2017 Health Care Organizations Move From 403(b)s to 401(k)s Facing several uncertainties in the health care industry, organizations are looking to revamp their retirement plans to attract talent.
Compliance | November 21st, 2017 DOL Provides Relief for Hurricane Maria, Wildfire Victims The guidance for ERISA retirement and health plans follows relief provided by the IRS.
Benefits | October 26th, 2017 NIRS Encourages Continued Use of Pensions for Teachers A report from the NIRS argues how DB plans create more savings and retirement income for teachers than DC plans.
Compliance | September 20th, 2017 Essentia Health ERISA Suit Survives Motion to Dismiss Participants allege the company should have allowed a single recordkeeper to service its traditional DC plan and its 403(b) plan—and...
Compliance | September 19th, 2017 Voya Sued for Charging Excessive Fees to Small Retirement Plan A lawsuit alleges that asset-based fees led to the plan paying $1,819 per participant for recordkeeping services in 2015.