Tag: Plan design
Group Proposes ‘SAFE’ Retirement Plan
The Center for American Progress (CAP) has proposed a new retirement vehicle that it says would be less costly and risky than current retirement plans.
Newport Re-Launches Participant Site
The Newport Group released the all-new plandestination.com.
Company Stock Hurting the Bottom Line?
Research from Morningstar suggests holding significant amounts of employer stock in 401(k) plans is bad for companies’ bottom lines.
SunGard Unveils a Tool for Safe Spending
SunGard’s MyRetirement income calculator now gives defined contribution plan participants the ability to determine sustainable spending amounts throughout retirement.
Wanted: Holistic, Certified Planning
Americans are interested in holistic financial advice and competent advisers with a financial planning certification, according to a survey.
Sponsors Mistakenly Wary of Auto Features
Certain factors are keeping defined contribution (DC) retirement plan sponsors from adopting automatic features, a survey finds.
Institutionalizing a DC Plan Improves Outcome
By institutionalizing their defined contribution (DC) plans, plan sponsors can give their participants better retirement outcomes, a paper contends.
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Retirement Reality
Americans’ lack of foresight on 401(k) savings—and what advisers can do to ramp it up
What’s Top of Mind for Plan Sponsors?
Two things always on a plan sponsor’s mind—retirement readiness and fiduciary responsibility—are opportunities for retirement plan advisers.
Newport Introduces Retirement Readiness Program
The Newport Group introduced a program that allows employers and employees to set retirement-related goals.
Is Your Retirement Seminar Really Helping?
An analysis of pre-retirement planning programs offered by five large employers showed they improved financial and pension literacy and changed employees’ reported retirement plans.
Council Requests Guidance on DOMA Changes
The American Benefits Council has requested guidance about how the ruling on the Defense of Marriage Act (DOMA) will affect health and retirement plans.
What Affects Retirement Income Adequacy?
A policy forum sponsored by the Employee Benefit Research Institute (EBRI) examined factors affecting retirement income adequacy and decisions that can mitigate their impact.
Certain Plan Features Boost Participation
Research shows certain retirement plan design features can increase participation up to 70%.
DOL Revises Definition of Rating Agency
Morningstar Credit Ratings, LLC, is now qualified as a “Rating Agency” as defined by the U.S. Department of Labor (DOL).
SunTrust Adds Employee Income Projection Tools
SunTrust Banks, Inc. has added retirement income projection tools to its institutional 401(k) offerings.
Vanguard Offers Interactive Tools for Participants
Vanguard is offering retirement plan participants interactive graphics to help them make key decisions.
DC Plan Participation at Record High
A new report from Aon Hewitt says participation in defined contribution (DC) plans is at an all-time high.