Products | June 17th, 2015 BNY Mellon Raising Commitment to DC Plans Launches new publication for sponsors and advisers.
Data and Research | June 12th, 2015 Towers Watson Says Managed Accounts a Better QDIA These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.
Administration | June 10th, 2015 Sponsors Appear Eager to Tackle Plan Problems An annual study from Vanguard finds many retirement plan sponsors have embraced auto-features and a deeper sense of ownership over...
Investing | June 1st, 2015 Risk or Date: What’s Your Target? Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide...
Investing | April 20th, 2015 New Plan Design Trends Improved Participant Allocations Extreme equity investing in DC retirement plans has declined.
Investing | April 7th, 2015 Diverse TDFs Brought Diverse Returns in 2014 New Morningstar research shows what you expect is not always what you get with target-date funds.
Compliance | April 3rd, 2015 IRS Expands Auto-Feature Voluntary Correction Safe Harbors New safe harbor correction methods related to automatic enrollment features in defined contribution plans are being implemented by the Internal...
Investing | March 16th, 2015 Managed Accounts Show Little Fee Compression Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly...
Administration | February 25th, 2015 Some DC Plans Not Taking Advantage of QDIAs Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.
Products | February 10th, 2015 Voya, Alliance Bernstein Create Income Product A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for...
Products | February 9th, 2015 New TDF Evaluation Tool from Greenspring Wealth Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan...
Data and Research | December 9th, 2014 TDFs Expected to Capture 90% of 401(k) Contributions Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.
Compliance | October 27th, 2014 Industry Groups Endorse In-Plan Annuity Guidance October 27, 2014 (PLANSPONSOR.com) – Recent guidance from the Internal Revenue Service and the Department of the Treasury on in-plan...
Compliance | October 24th, 2014 Guidance Issued for Including Annuities in TDFs October 24, 2014 (PLANSPONSOR.com) – The Department of the Treasury and the Internal Revenue Service have issued guidance designed to...
Products | October 16th, 2014 The Appeal of an 8-Basis Point TDF October 16, 2014 (PLANSPONSOR.com) – The recent evolution of target-date funds, like other investing programs popular with qualified retirement plan...
Benefits | August 4th, 2014 More Plan Sponsors Considering Re-Enrollment into TDFs August 4, 2014 (PLANSPONSOR.com) – In an effort to combat participant inertia, more plan sponsors are considering the process of...
Compliance | July 11th, 2014 Industry Responses Vary on TDF Disclosure Proposals July 11, 2014 (PLANSPONSOR.com) – About 30 investment firms and other parties responded to the Securities and Exchange Commission’s latest...
Benefits | June 23rd, 2014 Help Participants Be Better Investors June 23, 2014 (PLANSPONSOR.com) – Plan sponsors should understand how investor risk tolerance is affected by market performance, and help...
Benefits | June 20th, 2014 Unbundled TDFs Attract Sponsor Attention June 20, 2014 (PLANSPONSOR.com) – There is something of a contradiction at the heart of many prepackaged target-date fund (TDF)...
Opinions | March 21st, 2014 A Lesson About Investment Disclosures March 21, 2014 (PLANSPONSOR.com) - A recent case, Bidwell vs. University Medical Center, details the obligations of disclosure on investment...