Results for "defined contribution plans"

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Treasury, IRS OK annuities in 401(k) target date funds

October 24, 2014

Treasury Department and IRS approval on Friday of the use of annuities in target date funds in 401(k) plans, including as a default investment, will make lifetime-income features more popular and help ensure that droves of baby boomers don't...

Earnings season shapes up as the next test for the markets

October 13, 2014

Third-quarter earnings could be the next reality check for stocks, and for investors. As the reports start rolling out this week there are reasons to worry, but not panic. The five-year corporate earnings love story heads for a rough patch An...

A 401(k) conundrum: Can you make cash pile last for life?

October 8, 2014

Even if you've socked plenty of money away in your 401(k) plan and invested it carefully, some of your toughest decisions lie ahead. And don't expect much help or clarity from the government or your employer. Strategies for drawing down lump-sum...

Strategies arise to take advantage of new IRS after-tax rollover

September 24, 2014

Advisers are weighing strategies in light of the IRS' recent announcement on its treatment of after-tax money in 401(k) plans, but those opportunities might be hard to come by at the employer level. Last week, the Internal Revenue Service released...

3 tips for tomorrow's retirement plan adviser

September 21, 2014

25 years ago, the main focus for retirement plan advisers was picking funds for a 401(k) in-vestment menu. While that seems increasingly anachronistic, one of the original selling points of the 401(k) was that it offered a broad range of choice...

Liquid alts are a threat to hedge funds as we've known them

September 18, 2014

Despite chatter to the contrary, it is way too early to start forecasting the extinction of the $2.8 trillion hedge fund industry. Those ridiculous fees, however, could be headed for the endangered species list. It is difficult to feel sorry...

BlackRock's iShares steps back from target date ETFs it helped pioneer

September 2, 2014

Target date asset allocation strategies are growing fast. That is, unless they're packaged in an exchange-traded fund. Next month, BlackRock Inc.'s exchange-traded funds division, iShares, is shutting down its entire lineup of target date funds....

The case against state-run retirement plans

August 28, 2014

While most Americans are not aware of it, a broad nationwide trend is underway that could profoundly impact the choices and tools that are available to them as they plan for retirement. Across the country, state legislators have introduced bills...

What top 401(k) plans do differently

August 27, 2014

It's no surprise that highly paid workers have better 401(k) plans, but that doesn't mean advisers can't help employers improve the odds for all workers across the board. BrightScope Inc. recently analyzed employers' Form 5500 data and plan...

DOL eyes brokerage windows in 401(k) plans

August 20, 2014

The Labor Department is setting its sights on brokerage windows in 401(k) plans, requesting information from the industry on the types of choices available and how much is disclosed to participants. The DOL Wednesday released its request for...

Some target-date funds are boosting equities

August 18, 2014

Several target-date fund providers raised the equity components of their glidepaths, saying their research shows participants have a slightly higher risk tolerance than in the years immediately after the economic crisis. Although executives...

Fidelity quietly settles employee lawsuits

August 12, 2014

While everyone was celebrating the Fourth of July weekend, 401(k) giant Fidelity Investments quietly settled a pair of retirement plan lawsuits filed against it by its own employees. In a July 3 filing with the U.S. District Court for the District...

Soldiers lured out of federal retirement plan

August 12, 2014

John Turner suspected that brokers were encouraging federal workers to ditch their top-flight retirement plan. So he went under cover. The former U.S. Labor Department economist called representatives at companies such as Bank of America Corp.,...

The 401(k) retirement complex: Retooling Americans' nest egg

August 10, 2014

Is there a retirement crisis in America? Yes, but it's not the one most people talk about. Much of the discussion and debate to date has centered on whether Americans have saved, are saving and will save enough money to secure even a financially...

Zurich restricts contributions to popular variable annuity contract

August 5, 2014

Zurich American Life Insurance Co. is putting the clamps on additional contributions into its legacy Scudder Destinations variable annuity, a contract that was so generous, advisers have described it as “legendary.” The life insurer released...

Fidelity adds $37.2B in defined contribution assets but pace slows

July 22, 2014

Fidelity Investments scooped up $37.2 billion in assets under administration during the first half of the year, bringing on some 1,093 new retirement plans. The new sales raised Fidelity's assets under administration for defined-contribution...

Supreme Court rejects stock-drop defense often used in 401(k) cases

June 27, 2014

The Supreme Court on Wednesday unanimously rejected a frequently used, successful defense by companies against stock-drop lawsuits filed by defined contribution plan participants. In a 9-0 decision, the justices said a “presumption of prudence”...

Hartford Financial Services Group names a new CEO

June 9, 2014

Hartford Financial Services Group Inc. promoted Christopher Swift to chief executive officer to replace Liam McGee, who is stepping down after a medical procedure related to a brain tumor. Mr. Swift, the 53-year-old chief financial officer who...

Guaranteed features propel indexed-annuity sales

June 6, 2014

Just as living benefits helped drive broker-dealers' variable annuity feeding frenzy years ago, these guaranteed features appear to be propelling firms' sales of indexed annuities. Broker-dealers and wirehouses have taken a particular shine...

Vanguard passes Fidelity to become No. 1 in 401(k) assets

June 6, 2014

Vanguard Group Inc. managed the most money in 401(k)-type retirement plans last year, passing longtime leader Fidelity Investments. Vanguard had $613.5 billion in defined contribution assets as of Dec. 31, compared with $612.4 billion for Fidelity,...

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