Results for "defined contribution plans"

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Supreme Court decision likely to prevent brokers from filing class-action lawsuits

May 22, 2018

A Supreme Court decision handed down yesterday will likely curb brokers' ability to band together in lawsuits against broker-dealers to fight perceived wrongdoing in the workplace. In a 5-4 decision, the Supreme Court on Monday ruled that companies...

Those in managed accounts, target-date funds get better returns than DIY investors

May 17, 2018

Defined contribution plan participants who use managed accounts or target-date funds enjoy better investment returns net of fees than participants who invest on their own, said a survey by record-keeper Alight Solutions. Over a 10-year period...

Oregon auto-IRA success shows national program would 'work well,' advocate says

May 16, 2018

Oregon's auto-IRA program has only been around a few months, but its early success demonstrates a similar framework could work at the national level, a proponent said at a congressional hearing Wednesday. Oregon launched a pilot phase of its...

Philips North America reaches $17 million settlement in 401(k) lawsuit

May 15, 2018

Philips North America has agreed to pay $17 million to settle a lawsuit alleging that the company breached its fiduciary duty in connection with the management of its 401(k) plan. The settlement, which also included nonmonetary provisions, still...

LPL closing Worksite Financial Solutions 401(k) platform

May 14, 2018

LPL Financial announced that it is closing Worksite Financial Solutions, a program that helps 401(k) participants and advisers with rollovers from retirement plans, at the end of September. Andy Kalbaugh, managing director and divisional president...

What are the business priorities of elite 401(k) advisers in 2018?

May 9, 2018

The 401(k) advisory business is maturing. Many elite plan advisers with $250 million or more in defined-contribution assets under management have enjoyed great success since the 2008-09 market collapse, as more plan sponsors have focused on...

Bill Kline out as head of Gallagher's $55 billion retirement-plan aggregator

May 9, 2018

Bill Kline, the head of Arthur J. Gallagher & Co.'s retirement plan consulting unit — which has more than 60 advisers overseeing $55 billion in defined-contribution-plan assets — has left amid a reorganization of his group. Mr. Kline, 53,...

Auto features boost plan participants' retirement income replacement level

May 7, 2018

Auto features improve defined contribution plan participants' income replacement percentages, according to a survey by Empower Retirement. The median income replacement ratio is 95% for participants who are auto-enrolled in 401(k), 403(b) or...

Pension plans take lead on finding missing participants

April 30, 2018

While the defined contribution plan industry awaits more formal guidance from Washington on how to combat the issue of missing, terminated participants in active retirement plans, some sponsors and service providers already are working to refine...

Senators introduce bill calling for retirement commission to guide Congress

April 27, 2018

Bipartisan legislation introduced in the Senate Wednesday would create a federal commission to give Congress suggestions on how to improve private retirement benefits programs. Action on the bill co-sponsored by Sens. Todd Young, R-Ind., and...

Employees say workplace retirement plan will be a major retirement income source

April 24, 2018

An increasing percentage of workers say their workplace retirement savings plan will be a major source of retirement income, according to an annual survey by the Employee Benefit Research Institute issued Tuesday. In 2018, 53% of workers said...

Litigation, scale push private colleges to adopt multiple employer plans

April 23, 2018

Pioneers circled their wagons for mutual protection, and a new trend emerging in the 403(b) space employs a roughly similar tactic. Small and independent, nonprofit private colleges — in search of ways to improve the retirement outlook for...

What a court decision teaches 401(k) advisers about choosing stable-value funds

April 19, 2018

In order to reduce their risk of fiduciary liability, 401(k) plan sponsors often seek to offer an investment menu that satisfies the requirements of ERISA Section 404(c), which eliminates the risk associated with investment choices by plan participants....

LPL loses $1.8 billion retirement group

April 11, 2018

Ingham Retirement Group, a $1.8 billion advisory firm based in Miami, has left LPL Financial. The firm — a national, independent shop that provides retirement plan consulting and record-keeping, actuarial and investment advice services —...

Insurers' 401(k) record keepers gain big share in small, midsize markets

April 11, 2018

Insurance companies that provide 401(k) record-keeping services have gained substantial market share among small and midsize retirement plans over the past few years. Insurance companies are by far the most common type of record keeper for 401(k)...

Are 401(k) advisers the next DOL targets?

April 11, 2018

The Chicago office of the Department of Labor seems to be targeting 401(k) plan advisers and, if one firm's experience is a guide, the office appears to be targeting large regional firms rather than less experienced advisers. Specialized retirement...

Fisher Investments growing fast in 401(k) market

April 3, 2018

Fisher Investments, one of the largest registered investment advisers in the country, is rapidly growing its fledgling 401(k) advisory business, which some industry observers see as an emerging threat to retirement plan advisers working with...

Loosened rules at odds with efforts to cut 401(k) loans, hardship withdrawals

April 2, 2018

Even as lawmakers loosened restrictions on hardship withdrawals for retirement plan participants, defined contribution plan executives and their service providers are continuing to look for ways to reduce the effects of loans and withdrawals...

Retirement plan advisers ignore content marketing at their peril

March 28, 2018

When I ask retirement plan advisers about their biggest concerns, the most common answer — even in turbulent markets or amid dramatic regulatory changes — is finding new clients. All successful plan advisers have found good ways to prospect,...

Should you use those free tools the 401(k) wholesaler gave you?

March 22, 2018

In the competitive environment surrounding retirement plans nowadays, having any extra advantage is something advisers want and need. The way many retirement plan advisers stand out is by using tools to provide feedback to plan sponsors on a...

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