Tag: Defined contribution

The next most common resource is their financial adviser, a John Hancock survey finds.

One attorney specializing in ERISA litigation suggests the pace of lawsuits has increased fairly substantially in the last year, with signs of even more momentum in 2016.  

It also expands the exceptions for the 10% additional income tax on distributions for those younger than 59-1/2.

Callan’s DC practice lead looks back over a decade of industry development post Pension Protection Act. 

The end of 2015 has seen an expanding range of retirement plan litigation cases, notes ERISA attorney David Levine. 

New information used by the Investment Company Institute results in a downward revision.

OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry...

Retirement planning research is at least in one respect similar to particle physics: It’s often hard to separate observer from observed.

The association wants to help sponsors better prepare participants for retirement.

The list of changes in plan qualification requirements is used by retirement plan sponsors and practitioners submitting determination letter applications for their plan documents.

A new report published by the Center for Retirement Research at Boston College offers a historical perspective on retirement plan investment returns by type, dating back to the...

Though most trading days favored fixed income, large U.S. equity funds received the most inflows.

First-time health savings account usage also increased nicely.

Teaching defined contribution plan sponsors to manage money more like their pension plan counterparts—and other large institutions known for efficient investing—leads to better outcomes, experts say. 

Retirement plan experts also expect defaults to move to 6% or higher

Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.