Data and Research | October 28th, 2015 Retirement Preparedness Needle Not Moving Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same...
Data and Research | October 26th, 2015 How Will Employers Respond to Changed Savings Incentives? Following tax reform in Denmark, employers changed their contributions to retirement accounts in step with employees’ savings changes.
Administration | October 23rd, 2015 'Financial Independence' a Better Buzzword than 'Retirement' Generation Y expects to work until they die, “so why bother saving in a retirement plan.”
Administration | October 21st, 2015 Study Reveals Better DC Plan Designs Aon Hewitt finds DC plan sponsors are beefing up plan features to improve participant outcomes.
Products | October 21st, 2015 The Principal Launches Guaranteed Income Option for Plan Participants Principal Pension Builder offers participants an income stream for life.
Benefits | October 19th, 2015 A New Player in the Retirement Industry Thinking the retirement industry has failed to deliver on its goals, state governments are trying to get into the retirement...
Data and Research | October 13th, 2015 Not-for-Profit Retirement Plans Delivering Retirement Readiness “The findings of the Retirement Income Index are a great testament to our clients’ use of best-practice plan design,” says...
Ask the Experts | October 13th, 2015 (b)lines Ask the Experts – Inactive Vendor Accounts Counted Toward Cashouts? “We are reducing the number of recordkeepers in our Employee Retirement Income Security Act (ERISA) 403(b) retirement plan from five...
Participants | October 8th, 2015 Auto Features Put Millennials on Path to Retirement Readiness Vanguard finds that the recession of 2008/2009 did not derail Millennial retirement savers.
Data and Research | October 6th, 2015 DC Plan Universe Looked Way Different in 2005 NEPC partner and researcher looks back at a decade of defined contribution plan evolution, and oh what a difference a...
Ask the Experts | October 6th, 2015 (b)lines Ask the Experts – Allowing In-Service MRDs “We are a private university that sponsors two plans, a 401(a) defined contribution plan for employer contributions and a 403(b)...
Data and Research | October 5th, 2015 Participants Need Good Choices, Education and a Focus on Income Participants in smaller DC plans especially are not getting the same resources as their counterparts in larger plans, according to...
Compliance | October 2nd, 2015 IRS Reminds Plan Sponsors of Plan Restatement Deadline April 30, 2016, is the deadline for employers using pre-approved retirement plan documents to sign an updated version of their...
Administration | September 16th, 2015 Participant Distribution Decisions Have Implications for Plan Design A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date...
Administration | September 14th, 2015 Stacking Up: Who Offers the Best Retirement Plans? Are certain industries more focused on winning the benefits game, and if so, why?
Participants | September 2nd, 2015 Market Volatility Drives Record Participant Call Volumes It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement...
Data and Research | September 1st, 2015 Considering Millennials’ Investing and Advice Needs Research from Spectrem Group suggests Millennials want to be hands-on investors and, while they are willing to use technology to...
Data and Research | August 27th, 2015 43% of Small Plans Offer a Match However, only 23% of small plans permit participants to contribute immediately to their 401(k).
Administration | August 24th, 2015 Can K-12 403(b)s Find a Balance? There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some...
Data and Research | August 17th, 2015 Many Workers Wish They Had Started Saving Earlier The majority are open to automatic enrollment and escalation.