Tag: Participants

Most advisers and their clients have different opinions on how a portfolio’s performance should be measured, according to Russell Investments’ latest quarterly survey of U.S. financial advisers.

ING introduced a mobile application that allows ING retirement plan participants to access and manage their retirement plan account information on-the-go.

Inflation is a major concern for plan sponsors and their participants when planning retirement investment portfolios. 

The Internal Revenue Service (IRS) issued a private letter ruling concluding that defined benefit (DB) plan participants who stop working for their employer with the explicit expectation of...

It is a good time for retirement plan sponsors to take stock of the long-term benefits of retirement programs, and get that message out to participants.

Securian Retirement introduced a Client Servicing Calendar for financial advisers looking for opportunities to prove their value to retirement plan sponsor clients.

VALIC released a new mobile application designed for the iPhone and Android-based smartphones.

 One of the key reasons for the 403(b) Transparency Taskforce’s new 403(b) model disclosure form is so vendors can show plan sponsors that they offer more than just...

LPL Financial Retirement Partners launched two new tools as part of its Retirement Partners tool suite for advisers.  

The average employee 401(k) contribution rose slightly in 2011 to $5,750, up from $5,680 the year before, reported Fidelity Investments.

Pension plan sponsors view controlling funded status volatility as the top priority for their organizations, reports an SEI Quick Poll.  

 The U.S. Department of Labor (DoL) filed a lawsuit against Towson Rehabilitation Center LLC and CEO Howard Neels for failing to remit employees’ contributions to the company’s 401(k)...

Now that the Department of Labor’s (DoL) regulation for 408(b)(2) has been finalized, it is important for plan advisers to understand how the final ruling impacts them.  

Eighty-four percent of polled executives responsible for 401(k) plans say only some or very few employees will be financially prepared for retirement.

 Fifty-four percent of Hispanics report they feel “not very” or “not at all” prepared for retirement.   

The Internal Revenue Service’s (IRS) interim report of responses from its 401(k) Compliance Check Questionnaire offers a view of the 401(k) plan design landscape.

Members of the retirement plan community were mostly positive about the final rule on 408(b)(2) fee disclosure regulations.

The U.S. Treasury Department announced a proposal to reduce regulatory burdens and make it easier for retirees to choose to receive their benefits as a stream of income...

 Fee disclosure regulations, in-plan guarantees, target-date strategies and retirement planning optimism will significantly impact the retirement plans industry in 2012, predicts Chuck Cornelio, president of Lincoln’s Retirement Plan...