Tag: Defined contribution

Many simply do not know enough about them.

Across both DB and DC plans, retirement assets total $19.1 trillion, according to data from a Federal Reserve report on total retirement asset holdings and flows.

The two firms collaborated to launch ClearFit, a turnkey solution for small plans which combines Morgan Stanley fiduciary and investment services with Ascensus administration.

A coalition of advisers and providers is making the case on Capitol Hill that dialing back DOL guidance supporting state-run retirement savings programs for private sector workers is...

GOP lawmakers in the House and Senate suggests it is a federal government overreach for DOL to encourage or require states to offer workplace retirement savings programs for...

A new report by Vanguard offers insight into TDF trends and participant demographics.

A new study by LIMRA shows most workers understand the need to save for retirement and they prefer to do it through their employers with help from their...

Advisers who inquire about family obligations assert that they provide more comprehensive service.

Defining exactly what it means to be “satisfied” with retirement is a difficult matter, complicating the effort to assess the real impact of the global shift from DB...

A revenue ruling reveals compensation tables for use in determining contributions to defined benefit plans as well as the taxable wage based used in permitted disparity contribution formulas...

The updated procedures on determination letter requests comes after the IRS essentially ended its determination letter program.

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant...

The complaint alleges that defendants “reaped significant fees and profits at the expense of the plan and its participants.”

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J....

Commenters expressed concerns that the current definitions would preclude them from using forfeiture accounts to fund the contributions.

Flat-fee models clearly favored by the DOL for being perceived as less conflicted will have a competitive edge in the new fiduciary future.