How to Organize Sustainable Retirement Distributions
Each individual’s retirement income plan should be tailored specifically to their needs by coordinating DC plan distributions with decisions about when to take Social Security.
News
SEC Proposes More Information About ETFs to Investors
The agency has issued a proposal that would make it easier for ETFs to come to market.
Sibson Highlights Importance of Proper Asset Allocation
The consulting firm says that few plan sponsors pay close attention to how their employees allocate their retirement savings.
ICI Launches FactsOnRetirement.org
The site takes on myths about the U.S. retirement system and offers tips on saving.
Court Order to Pay Pensions Leads Archdiocese of San Juan to File Bankruptcy
The U.S. Supreme Court denied the archdiocese’s application for a temporary reprieve from a court order to pay $4.7 million to both retired and active teachers; however, filing...
How DC Plans Can Hedge Against Cybersecurity Risk
The Segal Group suggests nine steps plans can take, starting with creating an information security policy.
When HR and Finance Get Together, DC Plan Results Follow
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework...
Simplification of Retirement Plan Disclosures Included in Trump Executive Order
The executive order regarding RMD rules and open MEPs, signed last week by the President, also asks the DOL and Treasury to simplify disclosure regulations for plan sponsors...
Investors Better Prepared for a Downturn, Advisers Say
They have also become more inclined to work with an adviser since the Great Recession of 2008.
2019 PLANSPONSOR Adviser of the Year Nominations Close Friday
The nomination process is still open for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year Awards, but not for long! The nomination form will only be available...
Industry Weighs President Trump’s Executive Order on MEPs, RMDs
The president on Friday signed an executive order directing the Treasury Department to reassess required minimum distributions from 401(k) plans and ordering DOL staff to explore the possibility...
Congressional Research Service Offers Report on HSAs
The report can serve as a primer for those needing more education about HSA rules and benefits.
Missing Participants Could Disqualify a Retirement Plan
Mercer offers recommendations for retirement plan sponsors to search for missing participants.
Refresher on Annuity Pricing Mechanics
Interest rates, mortality and expenses are some of the key factors.
Retirement Industry People Moves
Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more.
Merrill Lynch Rethinks Prohibition on Commissioned Retirement Account Products
In response to staff and client feedback, and in the wake of the defeat of the DOL fiduciary rule, the firm is taking steps to reintroduce use of...
Bull and Bear Market Fundamentals for Participants
All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term...
RetireUp Announces Wealthbox Integration for Advisers
The integration brings together retirement income planning software with a web- and mobile-based CRM application.
Adviser Survey Closes End of Day – Take To Be Eligible for Top 100 Advisers
Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual...
Discuss Accelerating Contributions With DB Plan Sponsor Clients
Contributing more than the minimum required for 2017 by the September 15 deadline will result in a higher deduction for plan sponsors, and continuing to accelerate funding in...