401(k)/IRA Archives - Page 10 of 13 - Retirement Income Journal

Fidelity partners with Envestnet on plan advisor platform

By Editorial Staff Thu, Oct 29, 2015

The new workstation which will provide advisory firms access to retirement plan data and service providers in one central location, will be accessible via single sign-on through Fidelity’s WealthCentral...

Published October 29, 2015

Sales of active funds to DC plans suffer as advisors seek lower fees

By Editorial Staff

One-third of midtier consultants say they intend to increase DC plan placements of Large Cap US equity index funds, while only 14% plan to increase placements of similar actively...

Published October 29, 2015

Principal Adds ‘In-Plan’ Deferred Income Annuity Option

By Kerry Pechter Fri, Oct 23, 2015

Participants in Principal Financial defined contribution plans will be able to buy deferred income annuities a little at a time or in a lump sum just before retirement.

Published October 23, 2015

Financial Engines offers call center support to rank-and-file participants

By Editorial Staff Wed, Oct 14, 2015

While participant interest in online advisory services is strong (60%), interest in services that included access to financial advisors is even stronger (68%), a new survey by Financial Engines...

Published October 15, 2015

Who says America doesn’t save for retirement?

By Editorial Staff Thu, Oct 8, 2015

Assets in individual retirement accounts (IRAs) totaled $7.6 trillion at the end of the second quarter of 2015, up 0.4% from the end of the first quarter. Story includes...

Published October 8, 2015

Envestment managed accounts to be offered in MassMutual 401(k)s

By Editorial Staff Thu, Oct 1, 2015

The service is called “RetireSmart Ready Managed Path.” The asset allocations use investment options already offered by the plan. The service is available to MassMutual plans with at least...

Published October 1, 2015

Guardian enhances 401(k) portal

By Editorial Staff Wed, Aug 5, 2015

A key enhancement is the Guardian IncomeConnect Calculator. If it detects a shortfall in projected savings, the calculator will suggest educational tools and resources to help the plan participant...

Published August 6, 2015

Time for Boomers to rebalance: Fidelity

By Editorial Staff Thu, Jul 30, 2015

Many older 401(k) account holders, including Baby Boomers close to retirement age, had stock allocations higher than those recommended for their age group, Fidelity found in an analysis of...

Published July 30, 2015

Lockheed Martin’s $62 million ERISA settlement approved

By Editorial Staff Thu, Jul 23, 2015

“The settlement is the largest ever for a case of this kind against a single employer,” said Thomas E. Clark Jr. of the Wagner Law Group.

Published July 23, 2015

Participants still not focused on income: Cerulli

By Editorial Staff

Cerulli also asked asset managers, broker-dealers and insurance companies what income product they thought will appeal most to plan sponsors. Forty-one percent said “asset management-only” products.

Published July 23, 2015

DOL proposal could “revamp” advisor business practices: Fitch

By Editorial Staff Thu, Jul 9, 2015

Fitch analysts suggested in a new report that the DOL proposals “could curb the willingness of agents to promote complex and higher fee products to market,”...

Published July 9, 2015

A three-bucket blueprint for de-accumulation, from the U.K.

By Kerry Pechter Thu, Jul 2, 2015

Britain's public-option defined contribution plan, NEST, thinks that a decumulation strategy that used tax-deferred savings to fund a small cash bucket, a big income-generating bucket and a longevity annuity...

Published July 2, 2015

OneAmerica buys BMO’s U.S. retirement business

By Editorial Staff

According to NAPAnet, OneAmerica serves more than 11,000 plans in the mid-sized market and has over $30 billion in retirement assets under administration.

Published July 2, 2015

The Overlooked Income Vehicle, II

By Kerry Pechter Wed, Jun 24, 2015

If more 401(k) plans offered systematic withdrawals, more money might stay in 401(k)s, and the DOL might not need to attempt the difficult and divisive task of policing rollover...

Published June 25, 2015

U.S. DC plans are leakier than those abroad, study shows

By Editorial Staff Thu, May 21, 2015

In a new paper, a group of researchers from the National Bureau of Economic Research point out that it’s a lot harder for plan participants in Australia, Canada, Germany,...

Published May 21, 2015

Statute-of-limitations is flexible for ERISA suits: Supreme Court

By Thomas E. Clark, Jr.

This article, which comments on the Supreme Court's ruling this week on the ERISA excessive fee case of Tibble v. Edison, is excerpted from the Wagner Law Firm's Fiduciary...

Published May 21, 2015

Voya Hires New Retirement Chief

By Kerry Pechter Thu, Apr 23, 2015

Charles P. Nelson (pictured) will lead Voya Financial's individual and institutional retirement businesses after serving more than 30 years at Great-West Financial. He fills a management gap left by...

Published April 23, 2015

IRS relaxes penalty that discouraged auto-enrollment

By Editorial Staff Thu, Apr 9, 2015

A penalty on plan sponsors for failing to make scheduled deferrals to auto-enrolled plan participants was identified as a barrier to adoption of auto-enrollment into retirement plans, so the...

Published April 9, 2015

Secrets of Tax-Efficient Drawdown

By Editorial Staff Wed, Apr 8, 2015

In a regular new feature on the latest retirement-related research, we look at a variety of recent articles, including one that might just change the way you think about...

Published April 9, 2015

The Fine Madness of the 401(k) Business

By Kerry Pechter Fri, Mar 27, 2015

Most of the workshops and discussions at the NAPA Summit in San Diego were devoted not to the pending DoL fiduciary proposal but to potential solutions to the problems...

Published March 27, 2015

1 … 8 9 10 11 12 13

Data Connection

Lists*