Consistency Is King When It Comes to 401(k) Contributions
Retirement plan participants who consistently contribute show greater balances.
News
IRS Clarifies Rules for Hardship-Related eFiling Waivers
The IRS published procedures for plan sponsors to request a waiver of the electronic filing requirements for Form 8955-SSA and Form 5500-EZ.
Do Retirement Plan Advisers Have a Duty to ‘Rat?’
With more advisers taking on a fiduciary role, they should know when to speak up, or walk away, before a retirement plan sponsor gets them in trouble.
Pentegra Retirement Debuts Income Report
Shifting the focus from accumulation to decumulation can boost retirement readiness, Pentegra says.
Privacy and Security Information Added to Fiduciary Guide
ERISApedia.com’s The Fiduciary responsibility eSource now includes a discussion or privacy and security issues.
Lessons for Plan Sponsors from the Market Volatility
The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.
Retirement Specialist Advisers Gaining Serious Clout
Already controlling half of the assets in the adviser-sold DC marketplace, according to Cerulli Associates, retirement specialists are turning up the heat.
401(k) Participants Do a Trading About-Face in August
GIC/stable value, money market, and bond funds saw the most inflows over the month.
Client Industry Matters in Benefits Business
“If we have a portion of our employees who don’t retire at the normal retirement age, what are the specific implications for us as an organization?”
Bond Ladders Seen as a Prudent Approach to Fixed Income
Bond ladders can be built to perform well in a variety of interest rate environments.
Rainmakers, Support Hogs and Other Adviser Types
In the digital world advisers do things differently, depending on their type.
Fiduciary Duty and the ESG Catch 22
More than anything, ESG investment advocates face an image problem.
GAO Identifies Reasons Most Plan Sponsors Use TDFs as QDIA
The fit with participant characteristics especially led to the decision to use TDFs as QDIAs.
Robo-Adviser Offers Integrated Recordkeeping and Advice Platform
Betterment founder and CEO Jon Stein tells PLANADVISER Betterment for Business is the only full-service platform providing recordkeeping and advice.
Investment Product Launches for the Week
This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...
PBGC Issues Final Rules for Reportable Events
PBGC anticipates about 94% of plans and sponsors will be exempt from many reporting requirements.
Legislators Hear Arguments About Fiduciary Reform
Hearings before two House Financial Services subcommittees add more commentary to the debate about the DOL's proposed fiduciary rule.