Results for "defined contribution plans"

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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...

IRS plans to update guidance on Roth options

February 10, 2013

The Internal Revenue Service anticipates issuing guidance this year on expanded Roth options for defined-contribution plans contained in the American Tax Relief Law, which was signed by President Barack Obama on Jan. 2. Prior to the new law,...

ICI survey: Americans back tax breaks for retirement savings

February 6, 2013

Just as President Barack Obama is calling on Congress to close tax loopholes and deductions to reduce the deficit, a major financial markets trade association is touting a survey that shows a majority of Americans don't want lawmakers to change...

ING to cough up $5.2 million in Labor Department settlement

February 4, 2013

The Labor Department has ordered ING Life Insurance and Annuity Co. to pay $5.2 million to 1,400 retirement plan clients for failure to disclose the company's practice of holding onto any investment gains that resulted from transactions that...

Power grab? Consumer agency may dig into retirement savings biz

January 18, 2013

The U.S. Consumer Financial Protection Bureau is weighing whether it should take on a role in helping Americans manage the $19.4 trillion they have put into retirement savings, a move that would be the agency's first foray into consumer investments....

Now, it's Treasury that's pulling cash from its retirement plan to pay bills

January 16, 2013

Regular investors aren't the only ones who pull cash from their retirement savings to pay for today's expenses. The Treasury Department has announced that it will suspend investment of the federal employee pension fund so that it can avoid breaching...

Pension envy for employees not on the government's dime

December 7, 2012

Good days are ahead for government employees if they're lucky enough to have pension plans. A recent analysis by Hearts & Wallets LLC of individuals who are near or in retirement showed that those with a public pension are happier in retirement...

Surprise! Plan sponsors chose advisers based on comfort, fit — not pricing

December 4, 2012

Fees are important to plan sponsors shopping for financial advisers, but they're not necessarily a deal breaker. In fact, in a study of sponsors by Franklin Templeton Investments and Chatham Partners, pricing came in fourth when employers were...

Hold the phone: Retirees aim to block Verizon pension pass to Pru

November 30, 2012

A pair of Verizon Communications Inc. retirees have filed suit against the company to deter it from transferring its pension liabilities to Prudential Insurance Co. of America. Former employees William Lee and Joanne McPartlin sued Verizon and...

IRS eases retirement loan procedures for Sandy victims

November 19, 2012

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said. Taxability rules will still apply. The...

Does Pru's hiring of DOL big signal reg changes for stable value?

November 13, 2012

Michael L. Davis, second-in-command of a major division at the Labor Department, has become the head of Prudential Financial Inc.'s stable value business — sparking chatter that the insurer is gearing up for potential regulatory developments....

Legg's plan for savings

November 11, 2012

To take advantage of football season, the Legg Mason Retirement Advisory Council has kicked off the First & Ten retirement savings program. First & Ten is Legg's latest effort in a series of projects intended to encourage people to sock away cash...

End of pension tax breaks would pay for 'stupid stuff,' says ASPPA boss

October 29, 2012

On the eve of Hurricane Sandy's arrival in Washington, D.C., the American Society of Pension Professionals and Actuaries announced Sunday it is launching a lobbying initiative designed to protect tax deferrals for worker contributions to employer-sponsored...

Retirement plan limits less limited next year

October 24, 2012

American workers will be able to contribute slightly more to their 401(k)s and other employer-based retirement plans next year, as well as to their Individual Retirement Accounts, the Internal Revenue Service announced this week. The maximum...

Goldman offers DC plans an alternative with fund

October 21, 2012

In the latest effort to address some of the asset allocation challenges and missteps seen on most employer-sponsored defined-contribution plans, Goldman Sachs Asset Management has launched an alternative strategy specifically for DC plans. Although...

Verizon-Pru deal the latest move to reduce pension liability

October 18, 2012

Some 41,000 retired managers of Verizon Communications Inc. soon will be receiving their monthly pension benefit via an annuity payment from Prudential Financial Inc. The telecom giant announced a deal with the insurer yesterday, effectively...

Retirees take some lumps from lump-sum offers

October 17, 2012

Employers continue to move away from traditional pension plans, replacing them with 401(k) plans that shift the burden of saving for retirement and managing investment risks to employees. And they're increasingly offering to buy out pensions...

Goldman offers DC plans true alternative with novel fund

October 15, 2012

In the latest effort to address some of the asset allocation challenges and missteps seen on most employer-sponsored defined contribution plans, Goldman Sachs Asset Management appears to be headed in the right direction. While the clunky name...

Rob Arnott: The glide path illusion

October 2, 2012

The following is excerpted from September's Fundamentals newsletter that is published by Rearch Affiliates. To see the full newsletter, including accompanying tables, click here. Young adults should buy stocks; mature adults should favor bonds....

California offers to run pensions for small employers

October 2, 2012

California Governor Jerry Brown signed a law that permits as many as 6.3 million private workers without a pension plan to set aside retirement money for management by the state. It is the first state-run pension program for nongovernment employees...

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