Browsing Tag
Defined Contribution Plan (DC Plan)
316 posts
4 Retirement Initiatives Vital to Closing the Racial Wealth Gap
Tom Hawkins says retirement plan sponsors can move the needle by supporting these key retirement initiatives
January 18, 2024
Commonwealth Latest to Partner with Pontera on 401(k) Management
The New York-based software platform will allow Commonwealth advisors to manage and trade clients' 401(k) and 403(b) accounts
January 17, 2024
Lack of Participant Confidence Among Leading Retirement Issues in 2024
A newly-released MFS report finds a shortage in retirement confidence among participants, and highlights what employers are doing to mitigate it
January 17, 2024
EBSA Issues FAQ Guidance for Emergency Savings Accounts
Guidance on pension-linked emergency savings accounts comes on heels of last week’s PLESA guidance from IRS
January 17, 2024
New Brief Argues for Reallocating 401(k) Tax Expenditures to Social Security
The CRR at Boston College claims that rollbacks from 401(k) tax preferences could help Social Security's long-term funding gap
January 16, 2024
IRS Issues Guidance for Plan Sponsors Setting Up Emergency Savings Accounts Under SECURE 2.o
Guidance focused on reasonable measures employers can take to discourage potential manipulation of PLESA matching contribution rules
January 12, 2024
Strive Launches PEP Prioritizing Investment Philosophy of Shareholder Value Maximization
Pooled employer plan debuts this week in partnership with Ameritas, AmericanTCS and Traphagen CPAs and Wealth Advisors
January 12, 2024
DOL Sues Defunct Maryland Biz for Unremitted 401(k) Contributions
Co-owner fiduciaries of computer forensics firm failed to remit $44,000 to plan over five years
January 10, 2024
3M to Freeze U.S. Pension Plan in 2028 in Favor of 401(k)s
Move from a pension plan to a 401(k) structure has been underway since company closed its pension plan to new hires in 2009
January 9, 2024
‘Personalized Investing’ is Future of DC: Wilshire
New white paper highlights trends and evolution of multi-asset portfolio solutions in the defined contribution space, particularly TDFs and Managed Accounts
December 5, 2023