News

J.P. Morgan Revamps Engagement Program

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

What’s Wrong with Benchmarking?

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

For IRAs, It’s All About the Rollover

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

NFP Launches NQDC Platform

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.

404(c) in the Modern World

Current regulations and the current plan administration landscape make it more likely plan sponsors are complying with Employee Retirement Income Security Act (ERISA) Section 404(c).

Corporate Pensions Saw Favorable February

The latest release of the Milliman Pension Funding Index, which tracks performance at the largest U.S. private pension plans, shows February brought moderate funded status improvements despite falling...

Time to Consider a Collective Trust?

One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.

2014 PLANADVISER Lifetime Achievement Award

At the annual PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, Jim McCarthy, head of workplace and investment solutions at Morgan Stanley, will be honored with the 2014 PLANADVISER Lifetime Achievement...