Ask the Experts | March 24th, 2015 (b)lines Ask the Experts – Is There a Restriction on Number of Investments? “We have hundreds of investments in our ERISA 403(b) retirement plan (NOT a brokerage window, but hundreds of actual investment...
Products | March 23rd, 2015 Empower Launches Research Unit Improving retirement outcome is the mission of Empower Retirement, which will research retirement issues and challenges.
Products | March 19th, 2015 Blue Prairie Group, PSCA Collaborate for ERISA Course An online ERISA training program from Blue Prairie Group and PSCA offers a self-paced course in fiduciary skills.
Compliance | March 18th, 2015 DOL Adds Flexibility to Investment Disclosure Requirements The DOL says a new direct final rule provides a grace period for plan sponsors to furnish plan-related information to...
Data and Research | March 18th, 2015 Retirement Plan Assets Reach $21.5 Trillion Public sector retirement plan assets have exceeded $4 trillion for the first time, according to a Spectrem market report.
Products | March 18th, 2015 ERISApedia.com Publishes Fiduciary Responsibility eSource Burrmont Compliance Labs, LLC announces a guide to ERISA fiduciary responsiblities is now being published on ERISApedia.com.
Compliance | March 12th, 2015 Retirement Income Gap Projected at $7.7T According to the Pension Rights Center, the nation faces an almost $8 trillion shortfall in retirement income.
Products | March 12th, 2015 Retirement Advisor Council Releases RFP Tool The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to...
Deals and People | March 12th, 2015 ASPPA Becomes the American Retirement Association The American Society of Pension Professionals and Actuaries has rebranded as the American Retirement Association.
Products | March 9th, 2015 Sibson Offers DC Plan Scorecard Measuring the success of a DC plan includes more than the traditional metrics.
Participants | March 3rd, 2015 Plan Design Is One Way to Stanch Outflows Retirement readiness is the loser when participants take distributions before retirement, says BMO Retirement Services in a white paper.
Participants | February 26th, 2015 Participants May Be Overlooking Appropriate Investment Options Nearly four out of 10 retirement plan participants are not familiar with all the investment options in their plan.
Administration | February 25th, 2015 Some DC Plans Not Taking Advantage of QDIAs Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.
Administration | February 23rd, 2015 Automation Trends Going Strong in DC Plans Advice has taken on new dimensions in the retirement space, according to Cerulli Associates, and is often implemented automatically and...
Compliance | February 20th, 2015 Long-Running Lockheed Martin Fee Case Settled Plaintiffs’ attorney Jerry Schlichter says the settlement is the largest result for a 401(k) excessive fee claim ever levied against...
Participants | February 17th, 2015 Disruptions Take $2.5T Retirement Bite Two-thirds of Americans surveyed have seen their long-term life and retirement plans disrupted at some point, TD Ameritrade says in...
Administration | February 13th, 2015 Managing Risks for DC Retirement Plans Defined contribution retirement plan sponsors are subject to many risks which ultimately put a company’s reputation at risk, experts at...
Administration | February 12th, 2015 Sponsors Active on Pension Risk and DC Cost Cutting An Aon Hewitt survey of pension plan sponsors finds almost two in three could take direct action to curb risks...
Participants | February 11th, 2015 DC Plan Trading Activity Picked Up in January A volatile start to the year on Wall Street fueled higher-than-usual trading activity among defined contribution plan participants in January,...
Participants | February 11th, 2015 Most DC Plan Participants Leave Balances Untouched in 2014 Fewer participants changed their defined contribution plan asset allocations in 2014 than in 2013.