Data and Research | May 27th, 2015 Roll-Ins Could Be Answer to 401(k) Cash-Outs Lack of an accessible roll-in process could lead to more cash-outs.
Compliance | May 19th, 2015 Washington State OKs Retirement Marketplace A new retirement plan marketplace is being set up in the state of Washington.
Data and Research | April 29th, 2015 Number Expecting to Rely on Social Security Increasing Still, defined contribution retirement plans top the list of expected major sources of retirement income.
Data and Research | April 29th, 2015 Fidelity Reports Record High Retirement Plan Balances Participants in Fidelity retirement plans set new records for account balances and contribution rate increases during Q1 2015.
Data and Research | March 25th, 2015 ICI Measures Retirement Assets at $24.7 Trillion Total U.S. retirement assets grew 6% during 2014, according to the Investment Company Institute.
Data and Research | March 19th, 2015 Should Employees Add an IRA to Savings Mix? Research finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck,...
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.
Administration | December 23rd, 2014 What to Look for in a Rollover Provider Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated...
Benefits | September 25th, 2014 Total Retirement Assets Reached $24 Trillion in Q2 September 25, 2014 (PLANSPONSOR.com) - Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4...
Compliance | September 19th, 2014 Senate Hearing Addresses Retirement System Fixes September 19, 2014 (PLANSPONSOR.com) – A recent U.S. Senate Finance Committee hearing covered numerous retirement-related topics, including proposals to streamline...
Opinions | September 9th, 2014 Why You Should Get to Know myRA September 9, 2014 (PLANSPONSOR.com) - Have you been introduced to myRA? With her upcoming debut expected in late 2014, you...
Benefits | July 30th, 2014 Survey Finds Retirees and Pre-Retirees Faring Well July 30, 2014 (PLANSPONSOR.com) – Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally,...
Benefits | July 8th, 2014 Don’t Let Money in Motion Cause a Breach July 8, 2014 (PLANSPONSOR.com) – Rolling assets out of a plan is a broad area that affects plan advisers, consultants,...
Compliance | June 13th, 2014 SCOTUS Rules Inherited IRAs Not Exempt in Bankruptcy June 13, 2014 (PLANSPONSOR.com) – The Supreme Court of the United States (SCOTUS) upheld a lower court’s determination that inherited...
Benefits | May 28th, 2014 EBRI Examines Factors Behind Rollover Decisions May 28, 2014 (PLANSPONSOR.com) – The average retirement plan participant’s decision to leave 401(k) assets in-plan or actuate a distribution...
Benefits | May 22nd, 2014 Roth Growth Far Outpaces Traditional IRAs May 22, 2014 (PLANSPONSOR.com) – Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between...
Benefits | April 29th, 2014 Another Quarter of 401(k) Balance Growth April 29, 2014 (PLANSPONSOR.com) – New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached...
Benefits | February 27th, 2014 Physicians Need a Financial Check-Up February 27, 2014 (PLANSPONSOR.com) – Even with stronger earnings and savings rates than the general working population, an analysis from...
Compliance | January 29th, 2014 Is Obama Taking Right Path to Retirement Security? January 30, 2014 (PLANSPONSOR.com) – President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s...
Products | January 23rd, 2014 MassMutual Expands Call Center Hours January 23, 2014 (PLANSPONSOR.com) – MassMutual’s retirement services division extended its weekday call center hours to be more accessible to...