Tag: Plan Design

Immediate eligibility and no entry age requirement would help Generation Z benefit from the time value of money.

Fidelity reports that a record number of plan sponsors are actively looking to switch their plan advisers.

In order to attract and retain top talent, employers are integrating benefits programs to address key issues.

Heather Lavallee from Voya spoke with PLANSPONSOR about the different issues tax-exempt plan sponsors are dealing with and how Voya...

The feature will be rolled out in a phased approach throughout the year, said Principal. 

Last month, the agency announced changes to its pre-approved plan opinion letter program.

Large employers also tend to include more features in their retirement plans, a Transamerica study of employers finds.

This time of year is a peak time for hardship withdrawal requests, providers say, and call center staff and provider...

Three key factors for successfully adopting nonqualified retirement plans.

Employers expect the cost of offering health care services to increase for the fifth consecutive year, according to the Large...

Best-in-class plan design in addition to financial wellness programs can get retirement plan participants to maximize their savings opportunity.

DiMeo Schneider will be a 3(38) fiduciary investment manager for the program.

A study finds that Americans now need to save more for a comfortable retirement than in the past, and sound...

A change in philosophy is happening quickly and has already materially improved the DC retirement system, according to Catherine Peterson...

However, employees are not confident in government administration of retirement savings, LIMRA found.

“Participant engagement growth has also been driven in part by employers making education more accessible with onsite meetings, webcasts and...

Sixty-one percent of employers now analyze the percentage of their employees on track to replace 80% or more of their...

The organization has issued a report analyzing what is working in DC plans and how the existing tools can be...

A significant amount of small businesses lack a retirement plan; however, a new study by LPL Financial suggests certain tax-incentive...

One suggestion is to give individuals access to smart tools, default options and advice that can help them increase their...