Why ‘one-size fits all’ benefit communications don’t work
Increasingly diverse workforces are creating a benefit communications challenge for employers and their advisers.
Retirement education
Employee demographics play role in QDIA selection
Companies that sponsor 401(k) plans need to consider employee demographics when deciding which types of qualified default investment alternative to offer, according to research by Manning & Napier.
DC plan sponsorship the Fortune 100 way
A review of key DC plan parameters gleaned from the Form 5500s filed by Fortune 100 companies can serve as a useful benchmarking tool for other employers.
DC plan sponsorship the Fortune 100 way
A review of key DC plan parameters gleaned from the Form 5500s filed by Fortune 100 companies can serve as a useful benchmarking tool for other employers.
Edison decision could be slippery slope for plan fiduciaries
No matter how the U.S. Supreme Court rules in Tibble v. Edison International, one thing is clear: employers will need to be more vigilant about the investments they choose for their company-sponsored 401(k) plans in the future to avoid litigation.
SCOTUS questions fiduciary duty to monitor retirement plan investments
Based on arguments heard this week at the Supreme Court in Tibble v. Edison International, retirement plan fiduciaries can stay the course when it comes to monitoring the investment funds in their plans.
Kimberly-Clark offloading $2.5 billion in pension liabilities
Consumer products giant Kimberly-Clark is the latest defined benefit pension sponsor to transition significant pension liabilities to the insurance industry.
Brokers condemn Obama attack on retirement advisers
With the support of the White House, the DOL today submitted to OMB its revised fiduciary rule proposal for retirement brokers, a move industry stakeholders are calling an attack on retirement advisers.
DOL primed to expand 401(k) oversight through Tibble v. Edison
It is no coincidence that the Tibble v. Edison case, set to go before the Supreme Court this week, has made it this far at the same time the Department of Labor is submitting its proposal to impose fiduciary responsibilities on brokers.
Lockheed to pay $62 million to end worker pension fees case
Lockheed Martin Corp. agreed to pay $62 million to end a lawsuit over claims it shortchanged 120,000 workers and retirees who participated in its pension plans.
Obama to support tougher rules on retirement brokers
The plan would require brokers to act in a customers best interest, a change that could limit the earnings of financial advisers.
DC plan participants keeping their cool but ‘disruptions’ prove costly
Although many defined contribution plan participants would benefit from setting aside more dollars in their retirement savings accounts, they at least are holding a steady course when it comes to tapping retirement savings prematurely.
Buck enters retiree voluntary benefit market
The consultancys Web portal enables a variety of plans to be offered by employers, who are cutting back on benefits for retirees.
DB plan sponsors actively look at risk management options
While there are several reasons pension plan sponsors are looking to address risk in their plans, reducing Pension Benefit Guaranty Corporation premiums remains a concern many plan to address in the coming year.
Benefits Think DIY plan-to-plan portability is harder than you think
The roll-in is one of the more valuable, yet under-appreciated, 401(k) plan features.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
Six ways your 401(k) investment adviser can help manage vendors
Most 401(k) plan sponsors work with an investment adviser to help them manage their 401(k) plans. Many are unaware that it is reasonable to expect their investment adviser to help with various vendor management duties.
Holistic approach re-energizes retirement plan engagement
Educating employers and employees about retirement using a holistic approach, advisers say, has increased employee understanding and engagement in their benefit plans.
Benefits Think How to maximize clients retirement resources
Commentary: Given the shifts in the industry, advisers also need to help plan sponsor clients think about retirement benefit programs from a different perspective, says T. Rowe Prices Francisco Negron.
Benefits Think The 3 main factors that boost engagement in retirement plans
Having an effective employee engagement strategy is one of the most important components of running a successful retirement plan, says EBA columnist John Ludwig.
John Ludwig
LHD Retirement
401(k) plan ‘leakage’ undermines employee retirement security
401(k) plans have spun a leak, as a growing number of in-service withdrawals are hurting retirement readiness.