PLANSPONSOR Announces 2017 DC Survey Standouts
Fourteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 29.
Tag: defined contribution plans
Employers Considering Enhancing Benefits Due to Tax Reform
The most common benefit changes organizations have made or are planning or considering include expanding personal financial planning, increasing 401(k)...
Many DC Plan Sponsors Reduced Fees in 2017
A survey finds a drop in revenue sharing used to pay plan fees, and that half of DC plan sponsors...
Opinions |
5 Actions to Elevate Your Defined Contribution Plan in 2018
Toni Brown, senior vice president, Retirement Strategy, Capital Group, says a plan sponsor with a clearly defined objective for its...
Small Plans Seeking Help of Advisers
Aaron Friedman, national practice leader, tax-exempt, at Principal in West Palm Beach, Florida, says “small and mid-sized plans are very...
PBGC Expands Missing Participants Program
Beginning in January, terminating DC plans will have the option of transferring missing participants’ benefits to PBGC instead of establishing...
CIT’s Costs Attract Institutional Investors
A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that...
Opinions |
When Creating a 401(k) Engagement Strategy, Don’t Forget Those Outside the Plan
Many current 401(k) engagement strategies ignore those employees who would like to save in a 401(k) but feel as though...
Products |
MassMutual Introduces Mobile App to Gauge Retirement Readiness
The app is a mobile version of MassMutual’s RetireSMART Ready tool, which provides a snapshot of a saver’s retirement readiness...
2017 Year-End Deadlines and Tips for Retirement Plans
2017 happens to be a light year for required plan amendments for retirement plans.
IRS Releases Covered Compensation Tables
The tables are to be used for determining contributions to DB plans and permitted disparity in DC plan contributions.
Church Pension Group Says Move to DC Plan Not for Benefit of Participants
The group says it has considered moving from a DB plan for clergy to a DC plan and concluded that...
Most Americans Oppose Limiting Pre-Tax Deferrals to DC Plans
Nearly one-third (32%) of survey respondents said if this provision of tax reform is passed, it will cause them to...
American Academy of Actuaries Joins Advocacy for In-Plan Lifetime Income Options
The Academy has released a position statement, joining the GAO and Treasury Department in encouraging the use of lifetime income...
IRS Issues Memorandum on Plan Loan Cure Periods
IRS says missed repayments can be addressed in the following quarter or that participants can refinance a loan, but that...
What Is a True-Up Match?
Though not a required contribution, defined contribution (DC) plan sponsors may want to offer a true-up match to help participants...
GAO Calls on Congress to Improve Retirement Security in America
According to the GAO report, the three pillars of the current retirement system in the United States are anticipated to...
Phillips 66 Retirement Plan Faces Suit Over Inclusion of Former Parent Stock
Not only does the lawsuit claim ConocoPhillips stock does not meet ERISA’s definition of “employer securities,” but it says participants...
Questions to Skip on Form 5500
“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine...
Federal Reserve Data Shows Strengthening Economy’s Impact on the DC Space
The Fed's analysis concludes that 401(k) plans “could work much better and balances would be higher if all plans were...