Administration | August 13th, 2015 A K-12 403(b) Plan Sponsor Consolidates Vendors While establishing processes to comply with IRS regulations, a school district in Illinois decided it wanted a better plan for...
Data and Research | August 11th, 2015 Ease of Retirement Plan Use Drives Employee Engagement The median savings rate for non-highly compensated employees increased to 5.9%.
Ask the Experts | August 11th, 2015 (b)lines Ask the Experts – Adding Roth When After-Tax Already Exists “We are considering adding Roth contributions to our 403(b) plan.
Administration | August 7th, 2015 Beyond Auto-Enrollment: Decumulation and Retirement Income The fourth and final article in a series about how to boost retirement plan participant engagement and outcomes beyond automatically...
Compliance | July 31st, 2015 Terminated Participants Are Still Participants Plan sponsor responsibilities to a retirement plan participant do not end when the participant terminates employment.
Benefits | July 30th, 2015 Federal TSP Considering Expanded Withdrawal Options The changes are intended to encourage federal employees to leave their balances in the TSP after they leave federal service.
Data and Research | July 28th, 2015 Match Contributions Help Boost Savings and Engagement Retirement plan sponsors need to fully understand the power of making a match contribution and how it can boost participants'...
Administration | July 22nd, 2015 The Need for a Better K-12 403(b) Plan Design Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12...
Data and Research | July 21st, 2015 Health Care Providers Very Attuned to Retirement Readiness Sixty-eight percent say helping employees accumulate income for retirement is the primary goal of their plan.
Data and Research | July 20th, 2015 Choice a Detriment to Public Worker Retirement Savings Research suggests that public employees who have their pension benefits reduced will not likely improve savings behaviors to make up...
Data and Research | July 17th, 2015 Are Employers Hindering Retirement Savings Progress? Researchers suggest taking employers out of the process of offering employees DC retirement plans.
Data and Research | July 15th, 2015 Auto Enrollment Boosts Participation for Workers 55 to 69 But because defaults are so low, their contributions are lower than those who voluntarily opt in.
Products | July 14th, 2015 Measuring Plan Health Can Boost Retirement Readiness MassMutual publishes book on improving plan outcomes.
Data and Research | July 9th, 2015 Survey Reveals Why 403(b) Plans Need Advisers “There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
Data and Research | July 9th, 2015 More 403(b) Sponsors Contributing to Employee Accounts The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans...
Administration | July 8th, 2015 Beyond Auto-Enrollment: Auto-Escalation and Stretched Match The first in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling...
Administration | July 6th, 2015 Retirement Plan Onboarding for Younger Employees Ways to get younger employees engaged with the retirement plan—and keep them there.
Ask the Experts | June 30th, 2015 (b)lines Ask the Experts – Should the 15-Year Catch Up Be Eliminated? “Do the experts have any thoughts on the 15-year catch-up election?
Administration | June 29th, 2015 Introducing Automatic Enrollment to K-12 403(b)s “In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating...
Products | June 26th, 2015 Whitepaper Urges Revisit of Plan Design Strengthening outcomes for retirement plan participants starts with plan design, Axia Advisory says.