Tag: Defined contribution

The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.

DC plan sponsors with individually designed plans can convert to a pre-approved plan now that the IRS determination letter program has ended.

With the right support, employees are more likely to both choose and report satisfaction with HSA-linked health coverage.

The Lifetime Income Disclosure Act would require employer-sponsored plans to provide participants with statements detailing potential lifetime income from annuities.

The plaintiffs claim the defendants breached their fiduciary duties because a prudent fiduciary would not retain the American Beacon Funds, which were created by American Airlines' parent company,...

The new DC plan solution combines human touch and technology to make the onboarding experience easier.

An organization comprised of industry advocates and businesses is set out to expand Americans’ access to retirement plans and protect the system’s retirement tax incentives.

 

If workers could automatically roll their 401(k) plan over to a new employer, the Institute says this could generate an additional $2 trillion in retirement savings.

The lawsuit says disclosures show the proprietary funds used in the DC plan lineup were far more expensive than comparable funds and underperformed their benchmarks.

The generation that practically lives on social media seeks mobile retirement-planning and help from their employers. 

A new study finds Millennials are almost unanimous in their support of TDFs and auto-escalation features; moreover, they want their employers to help them save for retirement.

Most Americans have never hired a financial planner and most say they don’t have enough money or assets to warrant working with one.

Many folks under 30 are “do-it-for-me” type investors.

A new program from Trucker Huss provides plan sponsors with a written opinion of counsel that their plan document, as amended after the date of their last IRS...

The new tool helps employers compare expenses such as administrative and fund-lineup fees against that of three major recordkeepers.

By studying millions of data points, the PruNow tool will seek to identify plan design inefficiencies and offer solutions, while projecting ROI.

New research suggests that total retirement assets in CITs have grown rapidly in the last few years and potential advantages can be very appealing for plan sponsors.

Product development and participant demands may open a wider door for retirement income solutions in the DC space, according to new research by Cerulli Associates.