Tag: Defined contribution

A new paper from the Defined Contribution Institutional Investment Association outlines best practices for promoting retirement readiness in the defined contribution plan context. 

Some industry providers have suggested a recent Internal Revenue Service publication goes against prior guidance on documentation requirements for hardship loans and withdrawals, but others disagree with that...

The proposed conflicted investment advice rule from the DOL is designed to protect retirement plan and IRA participants, but experts attending the ASPPA Virtual Conference aren’t sure the...

April was another light trading month for participants in defined contribution (DC) plans, the Aon Hewitt 401(k) Index reveals.

An even simpler enrollment process helped drive up retirement plan participation rates and positive participant behaviors, according to Bank of America Merrill Lynch.

One advisory team is urging retirement plan fiduciaries to reconsider the importance of index fund proxy voting rights under the Employee Retirement Income Security Act.

The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real...

Employees of small independent businesses would especially benefit from an expansion of accessibility and a simplification of rules applying to multiple employer plans, according to a report from...

The Supreme Court’s decision on employee stock ownership plans will likely impact clients offering, or thinking about offering, employer stock as an investment option.

Fidelity is taking issue with a recent Internal Revenue Service (IRS) reminder to retirement plan sponsors about their duties to track participant loans and hardship withdrawals.

A lawsuit filed by the Labor Department alleges excessive fees were charged to participants in the City National Corp. Profit Sharing Plan, leading to a breach of federal...

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.

Regulation could narrow the flow of rollovers from defined contribution (DC) plan assets into individual retirement accounts (IRAs), says Cerulli Associates.

Extreme equity investing in DC retirement plans has declined.

More companies are adding or considering financial wellness programs for their participants, according to Bank of America Merrill Lynch's Workplace Benefits Report.

A study from LIMRA Secure Retirement Institute highlights areas where advisers’ help is clearly needed, but remains underutilized.

The economy is improving, but American workers are still worried about their financial well-being, both for the short term and as they contemplate their future retirement, according to...