Tag: Plan design

“In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating officer at AdminPartners.

Axia Advisory urges advisers to introduce best practices.

Deciding where to start is a critical and challenging part of serving retirement plans. 

ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.

A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.

It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.

Once a plan committee is established, the adviser is a vital part of keeping members up to date.

Automatic enrollment and automatic asset allocation products are helping 401(k) participants save and diversify.

Cash balance plans and ESOPs can now be submitted for an approval letter from the IRS.

A panel of experts at PSNC 2015 urged plan sponsors and advisers to ask, what comes after “funds, fees and fiduciary?”

Even with the option to be more conservative or aggressive, most participants still stick to a moderate glide path.

Lack of an accessible roll-in process could be to blame for more cash-outs, a new survey finds.

National 401(k) plan consulting firm MJM401k LLC appointed Mary A. Berk to its leadership team as a senior consultant and plan analyst.

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

A federal district court judge has preliminarily approved a settlement in one of the cases challenging a retirement plan’s church plan status.

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 complexity of pension “hibernation” and other liability mitigation strategies gives financial advisers a great opportunity to showcase their skills and win promising client engagements.

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

Tax-qualified retirement plans run by small business owners must comply with ERISA—whether the sponsor is familiar with the landmark legislation or not.

Discussing the results of the firm’s first-quarter 2015 retirement industry analysis, one Fidelity expert suggested plan sponsors are seeing real payoffs from popular plan design changes, especially in...