Solutions Exist for Easier Plan-to-Plan Rollovers
The Government Accountability Office (GAO) has recommended regulators take certain steps to make plan-to-plan rollovers easier for defined contribution (DC) participants.
Tag: Defined contribution
Health, Retirement Benefits Link is Strong
Retirement benefit decisions can no longer be made without factoring in health care, according to a source at Manning & Napier.
Consultants Make Suggestions for DC Plan Investments
Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.
Investment Responsibilities for DC Plan Sponsors
A white paper aims to help defined contribution (DC) plan sponsors understand how they can manage their investment responsibilities.
Bill Aims to Thwart Retirement Plan Leakage
Two senators introduced legislation that would give individuals who take a loan from their retirement accounts more time to repay after leaving a job.
Women of Color Underprepared for Retirement
Women of color, even those with access to employer-sponsored plans, are not prepared for retirement, a survey indicates.
Sponsors Need Education About Stable Value Funds
While stable value funds are popular with retirement plan sponsors, more education about them is needed, a study found.
Addressing Employees’ Conflicting Financial Priorities
Mortgage payments, credit card debt, college tuition—they can all get in the way of retirement savings, despite employees’ best intentions.
Demand Growing for Participant-Focused Mobile Tech
Two-thirds of defined contribution (DC) plan providers have launched mobile initiatives focused on plan participants, with more companies planning them, LIMRA found.
Lincoln, Drinker Biddle Partner on In-Plan Guarantees
Lincoln Financial Group's Retirement Plan Services business has engaged the Retirement Income Team of law firm Drinker Biddle & Reath to educate plan sponsors about in-plan guarantees.
ERISA Concerns for Annuity Contracts in DC Plans
Annuity contracts can bring up several Employee Retirement Income Security Act (ERISA)-related issues that plan sponsors should consider.
research
Sweet Spot: 2013 PLANADVISER Micro Plan Survey
The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER...
DC Plan Investing Lessons from DBs
Defined contribution (DC) plans could gain the investment efficiencies enjoyed by many defined benefit (DB) plans, a paper contends.
Advisers Focusing More on Plan Design
Advisers are discovering that demonstrating better retirement plan outcomes through plan design is the ticket to differentiating themselves in a competitive industry.
DC Participants Embrace Equities in January
Defined contribution (DC) plan participants’ daily transfer volume in January was far above recent trends, according to Aon Hewitt 401(k) Index.
Gen X and Gen Y Uninformed About Investments
More than half of Generation X and Generation Y consumers admit having little or no knowledge about investments and financial products, according to a LIMRA survey.
EBRI Shares Factors That Impact Retirement Readiness
The Employee Benefit Research Institute (EBRI) has answered questions posed in a recent Senate committee hearing about retirement savings.
Russell Brings Together TDFs and Managed Accounts
Russell Investments introduced Adaptive Retirement Accounts.
Americans Support DC Plan System
Most U.S. households, whether invested in a retirement plan or not, agree that retirement savings incentives should remain a national priority.
More DC Plans May Add Roth Features
An increasing number of U.S. employers are planning to add Roth features to their defined contribution (DC) plans in 2013.