Data and Research | February 10th, 2015 United States Clings to Top-20 Retirement Ranking A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top...
Data and Research | February 9th, 2015 How Pensions Impact Corporate Financial Distress A new academic research paper reexamines how pension costs were related to defaults and bankruptcies at high-profile U.S. corporations in...
Data and Research | February 9th, 2015 U.S. Pensions Show Greatest Home Bias in Equities Home-country bias in equity holdings has declined among pension plans globally.
Products | February 6th, 2015 Holistic Attack on ‘Real’ Retirement Problem Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics: budgeting, saving...
Deals and People | January 29th, 2015 California Retirement Plan Consultants Combine QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.
Participants | January 27th, 2015 DC Contribution Rates On the Rise Participants are increasing their defined contribution plan salary deferral rates faster than ever before, according to a study by Market...
Benefits | January 22nd, 2015 Cost of Retirement Income Jumped in 2014 A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months,...
Compliance | January 21st, 2015 Supreme Court Urged to Drop Review in Tibble Case Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched...
Administration | January 21st, 2015 How to Assess Providers for Lifetime Income Plan sponsors should consider the steps that go into a prudent process for selecting a provider if they want to...
Data and Research | January 20th, 2015 Americans Want to Preserve Tax Incentives of Retirement Plans Nearly nine in 10 households would oppose action by the government taking away the tax advantages of DC retirement accounts.
Participants | January 16th, 2015 2014 Closed With Light DC Plan Trading DC participant transfers favored equities in December.
Administration | January 14th, 2015 Re-enrollment Keeps Micro Retirement Plans Ongoing Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of...
Products | January 14th, 2015 PNC Unveils ‘Zero Revenue’ Mutual Fund Platform PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.
Compliance | January 5th, 2015 District Court Moves Forward Boeing Fee Case A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company,...
Compliance | January 2nd, 2015 Supreme Court Sets Date for Tibble Arguments The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end...
Benefits | December 22nd, 2014 DB to DC Move Hits Major League Baseball Two major league baseball teams have discontinued pension plans for non-uniformed staff.
Compliance | December 19th, 2014 The Year in Regulation and Guidance Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.
Products | December 19th, 2014 A 2015 Defined Contribution Checklist Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...
Compliance | December 17th, 2014 DOL Puts Out Form 5500 Advance Copies Retirement plan sponsors get a glimpse of any changes in Form 5500 filing requirements from the newly released advance copies...
Data and Research | December 17th, 2014 Little Change in Retirement Assets in Q3 ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.