Results for "defined benefit plans"

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Why raising fee awareness matters for 401(k) advisers

January 18, 2018

A keystone behavior is one that positively influences other behaviors and generates collateral benefits. For retirement plan advisers who want to positively impact the success of their plan clients and participants, this means focusing on raising...

Why 401(k) advisers should be aware of contractual language limitations

January 18, 2018

As counsel for investment managers and investment advisers, we endeavor to draft documents precisely, making clear the obligations of our clients and seeking to limit their exposures to the extent permissible by the Employee Retirement Income...

New Year's resolutions for 401(k) advisers

January 17, 2018

Opportunities for retirement plan advisers have never been greater. But so are the challenges. The stakes are high, given the lack of retirement plan coverage for half of America's workforce and the fact that most workers are woefully unprepared...

Qualified Plan Advisors acquires $4 billion retirement shop

January 9, 2018

Qualified Plan Advisors, an Overland Park, Kan.-based firm focused on defined-contribution plans, has acquired an advisory group overseeing roughly $4 billion in retirement assets, furthering the consolidation trend that's gripped the retirement...

Pension transfers in vogue as expense grows, and companies shift to 401(k) plans

December 5, 2017

Employers are increasingly offloading their pension obligations as plan expenses increase, economic conditions improve and companies continue a pronounced shift toward 401(k) plans. A pension buyout — not to be confused with a lump sum payout...

Tax reform: How the House bill changes rules for retirement savings

November 3, 2017

The headline news for retirement plan advisers Thursday upon the unveiling of the House tax bill was that a reduction in the pre-tax 401(k) savings limit is off the table, for now. But there are plenty of other details in the tax-reform legislation,...

Trump administration seeks to give boost to 401(k) annuities

October 31, 2017

The Trump administration wants to give a shot in the arm to annuities in 401(k) plans by encouraging rules to make it more palatable for plan sponsors to offer such products. The Treasury Department issued a report calling for the Labor Department...

How to (and not to) work effectively with teachers as 403(b) clients

August 23, 2017

Teachers desperately need unbiased financial guidance. However, that guidance is in short supply, especially for public schoolteachers. More than ever, their security blanket of guaranteed pension income needs to be supplemented by defined contribution...

As longevity stalls, corporations enjoy a windfall on pensions, benefits

August 8, 2017

Steady improvements in American life expectancy have stalled, and more Americans are dying at younger ages. But for companies straining under the burden of their pension obligations, the distressing trend could have a grim upside: If people...

In K-12 403(b) plans, employees and their unions can be their own worst enemy

April 20, 2017

Defined contribution plans for public school teachers are notoriously poor retirement plans, often described as a Wild West of sorts that's plagued by minimal plan oversight, subpar investment options, and fund and insurance brokers who are...

What will be the next big thing for 401(k) plans?

April 13, 2017

Defined contribution plans have been around for about four decades, and have been popular with small and mid-sized companies for about 25 years. The evolution of 401(k) plans and 403(b) plans over that time, during which they became a replacement...

Outlook for 2017 retirement plan litigation

January 3, 2017

2016 saw an uptick in litigation targeting retirement plan fiduciaries, and 2017 will see more of the same, plus the resolution of the definition of a church plan with respect to organizations affiliated with churches, and more cases involving...

Legislation, DOL rule could boost multiple employer plans

November 14, 2016

Multiple employer plans occupy a largely ignored area of the defined contribution market, but a confluence of factors is likely, in the near future, to make such retirement plans more popular for plan advisers serving small-market clients. These...

Blaming the 401(k) for lack of retirement savings

August 26, 2016

The case for how 401(k) plans have put retirement income further out of reach for some Americans. Pensions used to work, then pensions went away. The typical 401(k) is anything but automatic. Don't make the mistake of overlooking U.S. oil production...

Careful planning can help public employees avoid Social Security reductions

August 9, 2016

Nothing angers public employees more than rules that reduce the Social Security benefits they have earned by working in the private sector when they are also eligible for a government pension based on work where they did not pay FICA taxes....

Debt dims boomers' retirement prospects

July 18, 2016

What is the biggest difference between baby boomers' retirement and that of their parents? Many people would say disappearing pensions. But even in the heyday of traditional pensions in 1979, fewer than 40% of U.S. workers were covered by a...

Choosing default investment alternatives for 401(k)s requires close due diligence

May 25, 2016

Target date funds are the runaway top choice to serve as the default option for 401(k) plans. According to the Plan Sponsor Council of America, over 80% of all 401(k) plans elect to use a Qualified Default Investment Alternative (QDIA) and over...

Why the inventor of 401(k)s came to view them as 'monsters'

May 19, 2016

The father of the 401(k) grew to think the plans were better at sending fees back to the financial industry than helping savers. “He believed in doing the right thing.” Mark Cuban says with “100% certainty” that the market will tank...

Donald Trump's focus on U.S. debt could hurt retirement accounts

May 11, 2016

The flip side of Donald Trump's focus on U.S. debt could hurt ordinary Americans who own more Treasury bonds than any of the better-known holders of our debt, including China, Japan and Saudi Arabia. Americans own almost $5 trillion in U.S....

The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

May 9, 2016

Americans won hard-fought protections regarding the purity of their retirement advice last month. Now it's up to the nation's financial advisers to decide whether they'll meet the letter — and spirit — of the historic investor protection...

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