Data Points
Retirement Plan Balances
Law firms and utilities have the highest average account balances
Tag: Defined contribution
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers.
Company Stock Decision Requires Two Hats
Including company stock as an investment plan option comes with pros and cons.
Credit Suisse Can Continue Managing Retirement Plan Assets
The bank, which pled guilty to criminal charges last year, applied for an exemption that would enable it to keep its status as a qualified professional asset manager.
Two Private Equity Firms Will Acquire Ascensus
Genstar Capital and Aquiline Capital Partners agree to acquire Ascensus Inc.
Participants Welcome More Contact With Plan Providers
Younger investors are especially interested in learning more about other products.
30 Million Recently Tapped Retirement Savings for Emergency
Another 21 million Americans aren’t saving for retirement.
NextCapital Offers More Personalization in 401(k) Advice
The upgraded platform allows 401(k) plan participants to manage their entire financial picture.
Shift to DC Has Not Led to Less Retirement Savings
A new analysis finds that the change in pension wealth from the shift to mostly DC retirement plans is relatively steady.
Advisers Shore Up Confidence in Retirement
They also prompt people to save for retirement.
Student Loans Hindering Millennials' Retirement Savings
One-third of Millennials say student loan debt has either delayed them from saving or kept them from saving as much as they would like.
Gauging American Over-Confidence in Retirement
What is fueling the higher level of confidence Americans express about retirement?
Participant Distribution Decisions Have Implications for Plan Design
A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date funds and retirement income programs.
Consistency Is King When It Comes to 401(k) Contributions
Retirement plan participants who consistently contribute show greater balances.
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?”
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.
Optimism and Pessimism Both Drive American Savers
Americans on the whole are pretty fickle when it comes to money issues and retirement planning, showing equal parts optimism and pessimism.
The Challenges of Picking a QDIA
Clarifying regulations could help plan sponsors choose plan investments, the GAO says.
Safe Harbor Plan Launch Deadline Closes In
A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the effective deadline for creating a new plan in...
DOL Seeks More than $1.6M in Losses for Profit Sharing Plan
A health care company filed no annual reports, did not perform valuations and took more than $1.6 million in improper distributions in violation of ERISA, the DOL alleges.