Results for "defined contribution plans"

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Small retirement plan fiduciaries drowning in new fee disclosures

March 13, 2014

As the Labor Department prepares to ask small retirement plan fiduciaries about their experience with fee disclosures, advisers are confirming one of the agency's major suspicions: They are still too long. Earlier this week, the Labor Department...

You can thank or blame Richard Stanger for writing 401(k)

February 3, 2014

We've been looking for someone who was involved in actually writing section 401(k) of the U.S. Tax Code more than 35 years ago, read the e-mail to Richard Stanger. “Yes, that's me,” he wrote back. Mr. Stanger was a primary author of a little-noticed...

Investors brace for a rocky ride with stocks

February 3, 2014

With Seattle, an NFC team, winning the Super Bowl Sunday, stocks are going to rally this year, right? Not so fast. It may happen but it won't be smooth, some say. Stock investors brace for a bumpy ride Assets in defined-contribution plans grew...

BlackRock creates U.S. retirement group led by Chip Castille

January 16, 2014

BlackRock Inc. is creating a dedicated U.S. retirement group and placing Chip Castille, the head of its defined-contribution business, at the helm, the company said Thursday. The U.S. retirement group will focus on the issues facing those who...

Americans vow to shed debt in 2014 but few commit to financial planning

January 2, 2014

On this first business day of 2014, I couldn’t resist pulling together some New Year’s resolution polls to give financial advisers a hint of what their current and prospective clients may be thinking. It seems nothing erases a bad memory...

DOL seeks high court action on company stock in 401(k)s

November 25, 2013

The appeal of company stock as an investment option in defined-contribution plans could dim considerably if the Labor Department succeeds in having the Supreme Court revisit the issue of fiduciary prudence in managing that option. The department's...

Regulatory changes driving up demand for retirement plan advisers

October 23, 2013

A flurry of changes to how the federal government oversees retirement plans could provide financial advisers with the opportunity to work more closely with employers on these plans, industry professionals said on Tuesday. “We can't hire people...

Shutdown leads retirement plan regulator to hit pause

October 2, 2013

Thanks to the shutdown of the federal government, the Labor Department's Employee Benefits Security Administration likely will have to hit the “pause” button on certain investigations and enforcement actions. Generally, federal employees...

Small-biz retirement plan options launched by Genworth

September 17, 2013

Genworth Financial Wealth Management Inc. on Monday launched Retirement Connections, a set of retirement plan options that financial advisers can offer to their small-business-owner clients. “Business owners are overwhelmed with the affairs...

Design of 'top hat' plans benefits high earners

August 18, 2013

Originally designed to allow a company's highest-paid executives to defer their annual cash bonus, nonqualified deferred-compensation plans have evolved into flexible, multiuse executive retirement plans — with investment options similar to...

ERISA lawyers: Professor's take on 401(k)s is bunk

August 11, 2013

A trio of ERISA attorneys has picked apart a controversial study by a Yale Law professor on 401(k) fees, concluding that plan sponsors shouldn't give it much credence. Drinker Biddle & Reath LLP attorneys Bruce Ashton, Fred Reish and Joshua...

Hutcheson's tumble offers lessons

August 11, 2013

Some harsh lessons are in order for financial advisers and plan sponsors after the sentencing of famed 401(k) fiduciary advocate Matthew D. Hutcheson. Mr. Hutcheson, well known for speaking before Congress on the merits of fiduciary duty, will...

Putnam's Reynolds repeats call for automatic workplace retirement savings

July 26, 2013

Robert Reynolds has reiterated his call for employers to put workers and their retirement plans on autopilot. “Let's go 'full-auto'— auto-enrollment, auto-re-enrollment annually, auto-escalation to higher deferrals plus automatic default...

CalPERS switches to all-passive DC plans

June 19, 2013

The California Public Employees' Retirement System's investment committee has voted to replace the stand-alone actively managed funds in its supplemental-income plans with passive options. The $1.64 billion defined-contribution plans, including...

Five budget items that target retirement accounts

June 9, 2013

Five proposals were included in this year's federal budget that directly relate to retirement accounts. Here is a rundown of each proposal, its main benefit and its drawback. 1) Establish a “cap” on retirement savings, prohibiting additional...

Widower can collect survivor benefits now, retirement benefits later

April 11, 2013

So often when I write or talk about Social Security benefits, I refer to the fact that actuarially, women are likely to survive their husbands. Consequently, many of my discussions of survivor benefits focus on widows. But Social Security benefits...

GAO is on target in rollover report

April 7, 2013

When workers participating in 401(k) plans switch jobs, they have the option of rolling over the money that they have saved into individual retirement accounts. But that isn't their only choice. Sadly, in many cases, it is the only one being...

Rollover conflicts a task for advisers

April 7, 2013

Investment advisers agree that rollovers from defined-contribution plans such as 401(k)s into individual retirement accounts can be tinged with conflicts of interest, but they say that a new government report on rollovers failed to mention the...

Reports of the death of retirement savings greatly exaggerated

March 7, 2013

When it comes to advances in the rate of retirement savings, progress is not readily observed with the naked eye. Thus, when data show that things actually might be improving, it's worth jotting down. To wit: In a new report, Fidelity Investments...

Advisers pitching 401(k) plans: Do your homework

March 4, 2013

As more advisers jockey for 401(k) business, they'll have to find different ways to stand out among prospects and win new plans. Research from Franklin Templeton Investments shows that plan sponsors turn to referrals from peers to uncover advisers...

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