Administration | June 19th, 2015 Plan Sponsors Should Be Encouraged to Use Auto Features A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.
Participants | June 18th, 2015 A Financial Wellness How-To More retirement plans may be adding financial wellness programs, due to increased interest in participants' retirement readiness.
Data and Research | June 18th, 2015 Re-enrollments Remain a Poorly Leveraged Plan Booster Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.
Administration | June 17th, 2015 Overcoming Plan Sponsor Inertia It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step...
Products | June 17th, 2015 BNY Mellon Raising Commitment to DC Plans Launches new publication for sponsors and advisers.
Products | June 17th, 2015 State Street Publishes DC Plan Resource for Multi-Nationals The paper provides insights to help multi-national companies with defined contribution plans (DC) in different countries.
Benefits | June 17th, 2015 Professor of Economics Proposes Retirement Reform The proposals include universal retirement accounts and a change to the treatment of tax incentives.
Administration | June 16th, 2015 Challenges of Retirement Plans for Union Members The collective bargaining agreement rules.
Compliance | June 15th, 2015 Court Orders Trial for Determining Plan’s Top Hat Status There are still unresolved issues about the selectivity requirement for a plan to be considered a top hat plan.
Data and Research | June 15th, 2015 Deflecting the Global Wave of Retirement Unreadiness What can the U.S. learn from other countries’ preparations?
Administration | June 10th, 2015 Public Policy, Individual Action TIAA-CREF’s president and CEO on how to stop the retirement crisis before it starts.
Participants | June 9th, 2015 Wells Fargo Data Shows Auto Features Help Automatic enrollment and automatic asset allocation products are helping 401(k) participants save and diversify.
Compliance | June 9th, 2015 IRS Expands Pre-Approved Plans Program Cash balance plans and ESOPs can now be submitted for an approval letter from the IRS.
Administration | June 9th, 2015 PSNC 2015: Best in Class Plan Design Which plan design elements have had the most influence on the MasterCard and Land O’ Lakes Best in Class designees?
Administration | June 5th, 2015 PSNC 2015: Solving the Retirement Crisis How willing are plan sponsors to embrace change and innovation to fend off the retirement savings crisis?
Data and Research | May 19th, 2015 Failed Testing an Opportunity to Improve Retirement Plans Failed nondiscrimination testing may mean a retirement plan is not designed to encourage workers to save enough.
Products | May 18th, 2015 DCIIA Paper Outlines DC Plan Success Factors The Defined Contribution Institutional Investment Association believes retirement income adequacy should be the primary objective of most DC plans today.
Compliance | May 15th, 2015 Church Plan Case Reaches Settlement The settlement agreement provides for the retirement plan sponsor to offer ERISA-like protections for its church plan.
Data and Research | May 12th, 2015 Intuitive Design Boosts 401(k) Plan Wellness As employers look for ways to increase their employees’ engagement in a workplace retirement plan, they turn to auto features...
Compliance | April 30th, 2015 You Failed Nondiscrimination Testing, Now What? Plan design can help retirement plans pass nondiscrimination testing.