Browsing Tag
Defined Contribution Plan (DC Plan)
316 posts
Surprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins
Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan sponsor preferences for generating…
SPARK Institute Releases Updated Cybersecurity Standards for Plan Sponsors and Advisors
Collaborative effort between recordkeepers and consultants leads to updated Data Security Best Practices and new Plan Sponsor & Advisor Guide to Cybersecurity to strengthen the retirement industry’s defenses against cyber criminals
Coming Soon to a 401k Plan Near You: Personalized Target Date Accounts
Why to consider an emerging disruptive innovation that combines managed accounts with TDFs
Joe DeNoyior on the Entrepreneurial Attitude Underlying HUB’s Success
The National RPW division president explains the firm’s competitive edge and what it will take to sustain the 401k space moving forward
401k Participants Largely Pass on ESG Options, Research Finds
Even when it is offered, PGIM and EBRI study finds less than 10% of self-directed 401k participants allocate money to an environmental, social and governance fund
A Boon for the 403b: IRS Expands Tax-Favored Approval Process
As of June 2023, the IRS will allow 403b plans to use the same individually designed retirement plan determination letter program used by 401ks
October a Light Trading Month for 401ks: Alight
With just two above-normal trading days, the Alight 401(k) Index revealed stable value funds accounted for over 80% of net inflows
What Midterm Election Results Could Mean for Retirement Policy
The Nov. 8 midterm election will likely shape the future for Social Security and Medicare programs
Auto-Portability Receives Bipartisan Backing with House Bill
The new bicameral support increases the chances of auto-portability language being included in upcoming SECURE 2.0 legislation
SECURE 2.0 Update: Where It Stands, What’s Likely to be Included
Substantial retirement reform legislation expected to pass by year’s end being cobbled together from three bills with many similar objectives