Tag: Defined contribution

The addition of a Roth savings feature to defined contribution plans is becoming more popular.

Trading activity in defined contribution plans in June continued to be light—marking the second lowest monthly level since Aon Hewitt began tracking participant transfers in 1997.

MassMutual Retirement is partnering with BlackRock to introduce a customizable, lower-cost alternative to managed accounts for use in defined contribution (DC) retirement plans, called MassMutual Managed Allocations.

A lot can be learned about retirement plan investor behavior from the simplest of actions, according to a Putnam Investments analysis.

There are more than 40.3 million Americans aged 65 and older, according to the U.S. Census Bureau, and many in the age cohort aren’t following traditional definitions of...

Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.

More than three-quarters of small business employees who participate in their firms' 401(k) plans have well-constructed, appropriately diversified investment portfolios, according to Vanguard.

Retiring Baby Boomers helped push individual retirement account (IRA) rollovers to $324 billion during 2013, according to Cerulli Associates, with total IRA assets hitting $6.5 trillion by year’s...

One lesson Stuart Ritter, of T. Rowe Price Investment Services, strives to impress on the public is that $25,000 saved and $25,000 borrowed are far from equivalent.

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.

Big mergers and acquisitions have altered the defined contribution (DC) retirement plan industry in recent years, leading some to ask what it all means for sponsors and advisers.

Nearly one-third of workplace retirement plan participants polled have taken one or more loans against retirement savings—and 44% of them later regretted the decision.

Prudential Retirement introduced a line of new technology tools designed to help participants, sponsors and advisers drive higher levels of plan success.

Defined contribution (DC) plan participants bucked the stock market adage of “sell in May and stay away,” continuing recent trends with a light trading month in May, says...

Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.

Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director, defined contribution consulting.

In a report sent to Congress and the Department of Labor, the Massachusetts Securities Division (MSD) is asking for improved disclosures to retirement plan participants of company match...