Browsing Tag
Defined Contribution Plan (DC Plan)
300 posts
Interest in Phased Retirement Growing, can be a ‘Win-Win’
New WTW research shows 1 in 3 prefer a phased retirement over a traditional one
How 401(k) Participants Benefit from Employer Matches, Falling Fees
New ICI and ISS MI BrightScope report analyzes large 401(k) plan design
Traffic Light Rating System Coming to Defined Contribution Plans in UK
Pension schemes will get a red, amber or green rating under proposed framework to judge the value for money they provide participants
401(k) Forfeiture Lawsuit Wave Still Splashing West Coast
Recent rulings show use of forfeited funds to reduce future employer contributions instead of lowering plan expenses may violate ERISA, trumping IRS guidance
Voya Passes $100 Billion Milestone in Multiple Employer Solutions
Growth across MEPs, PEPs and other customized solutions helps recordkeeper to 15% year-over-year increase in total assets
Public Worker DC Balances, Contributions Grew Steadily Despite Pandemic
New report on activity from 2019-2021 shows continual increases in both metrics for public sector defined contribution participants
401(k) Participation ‘Significantly Lowers’ Risk of Retirement Shortfalls: Morningstar
New model predicts 45% of American households will run short of money in retirement
401(k) Participants Demand Retirement Income Support, Financial Wellness
Almost all respondents in a new J.P. Morgan Asset Management survey express interest in retirement income tools
EBRI Finds ‘Substantial Growth’ in Retirement Plan Ownership, Assets
Percentage of families with assets in a plan increased 4% from 2019 to 2022 while total plan balances increased by 15%
5 Key Findings from Alight’s 2024 Universe Benchmarks Report
Improvements in 401(k) participation, savings rates and average balances among new report’s highlights