Data and Research | July 2nd, 2018 Plan Designs, Market Rates Lead to Improved DC Plan Metrics in 2017 “We continue to see the significant impact plan design and financial wellness programs have on participant behavior, as evidenced by...
Compliance | May 18th, 2018 District Court Admits Error in ERISA Lawsuit Ruling The district court’s new decision comes after its previous move denying defendants’ motion for summary judgment against plaintiffs’ claims, which...
Data and Research | May 17th, 2018 LIMRA SRI: Preventing Brain Drain Should Be a Retirement Program Goal As skilled Baby Boomer employees begin to reach the traditional retirement age, employers need to examine their policies and procedures...
Data and Research | May 15th, 2018 Plan Fees Have Fallen, But So Have Deferral Rates Data from BMO GAM shows DC retirement plan fees have fallen for all sizes of plan sponsors except those with...
Administration | May 3rd, 2018 Retirement Plan Exchanges for 403(b)s Speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference, Brodie Wood, SVP of healthcare, education and...
Data and Research | March 28th, 2018 DB Plan Sponsors Appear Better Positioned for LDI Strong asset returns and an increase in voluntary contribution activity drove DB plan funded levels significantly higher over the last...
Data and Research | March 27th, 2018 Participants’ Optimism Parallels Lack of Specific Planning While there is strong optimism concerning the equity markets and long-term growth, there is also a lack of specific planning...
Data and Research | March 12th, 2018 Sponsors Using TDFs, Auto Enroll to Boost Savings Employer contributions and loans are also prevalent, a Brightscope/ICI report says.
Data and Research | March 8th, 2018 Large Plan Sponsors Define the Cutting Edge of DC An in-depth review of the results of the latest BlackRock Defined Contribution Pulse Survey show the largest plan sponsors continue...
Administration | February 27th, 2018 Transamerica Requires TPAs for Small Plans, Reflecting Competitive Landscape Our series of behind-the-scenes articles speaking with new and established retirement plan service providers about their biggest challenges and opportunities...
Products | January 25th, 2018 PlanVisualizer Design Support Tool Launched by Empower Retirement Empower’s PlanVisualizer aims to create a holistic view of a client’s retirement plan in its current state, along with the...
Participants | January 16th, 2018 Pressing Financial Needs Derail Successful Savers Survey data shows a sizable group of retirement plan participants have lowered their contributions in the last year to address...
Compliance | December 18th, 2017 Retirement Industry Enthusiasm for New Approaches in 2018 Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive...
Compliance | December 14th, 2017 Bill Would Require Employers To Automatically Enroll Workers All employees would have 6% of their income contributed to a workplace retirement plan and have these contributions automatically escalated...
Data and Research | December 12th, 2017 Facing Regret, Employees Value Retirement Savings Help From Employers Perhaps since the first five years of their working lives is the time period respondents to an American Century survey...
Data and Research | December 4th, 2017 Combination of Auto Features Improves Retirement Savings Among plans with both automatic enrollment and escalation, 70% have participants saving 10% of more.
Compliance | December 1st, 2017 House Bill Seeks Expansion of Open MEPs, Aggressive Plan Designs Among other adjustments viewed as vital to the expansion of open multiple employer plans, the bill would remove the “one...
Data and Research | November 20th, 2017 AB Outlines Six Ways to Improve DC Plans Markedly The first step, AB says, is to replace TDFs from recordkeepers with open architecture, next-gen TDFs.
Data and Research | October 24th, 2017 Sponsors Embracing a Wider Array of Best Practices Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting.
Data and Research | October 17th, 2017 Lifetime Income Options Would Help More Americans With a Secure Retirement TIAA suggests other options for helping retirement plan participants with retirement readiness.