401(k)/IRA Archives - Page 6 of 13 - Retirement Income Journal

‘Roll-in’ specialist exceeds $4 billion in account consolidations

By Editorial Staff Thu, Nov 1, 2018

Retirement Clearinghouse works with plan sponsors, record-keepers, and participants to complete assisted rollovers, automatic rollovers, and both assisted and automatic roll-ins.

Published November 1, 2018

Two firms position themselves for the ‘open MEP’ market

By Editorial Staff Fri, Oct 19, 2018

TAG Resources, LLC, headquartered in Knoxville, TN, is a pioneer in the area of Multiple Employer Plans (MEPs), including creating and trademarking 'The Open MEP.'

Published October 19, 2018

Individual Tontine Accounts – Yes, Seriously!

By Richard Fullmer and Michael Sabin Thu, Oct 11, 2018

Tontines offer investors a way to pool mortality and longevity risks directly among themselves, without intervention by any insurance company, write our guest columnists. (Pictured: Lorenzo di Tonti, creator...

Published October 11, 2018

Master trusts face tighter regulation in the UK

By Editorial Staff Fri, Oct 5, 2018

Britain's experience with 'master trusts' could help inform US policymakers who are on the brink of allowing plan providers to set up similar types of plans in this country....

Published October 5, 2018

Ten most popular ‘former’ 401(k) providers

By Editorial Staff Thu, Sep 27, 2018

Nearly half (46%) of former plan participants did not take any action with regard to rollover options in 2017 and 43% intend to leave their assets in-plan this year,...

Published September 27, 2018

Securian to offer “unitized model portfolios” to 401k plans

By Editorial Staff Thu, Sep 13, 2018

The unitized portfolios are positioned as more customizable than target date funds as qualified default investment alternatives in 401(k) plans.

Published September 13, 2018

Ascensus’ TPA empire continues to grow

By Editorial Staff Thu, Aug 30, 2018

'This addition to Ascensus TPA Solutions goes a long way toward helping us build a national TPA,' said Jerry Bramlett, head of TPA Solutions at Ascensus.

Published August 30, 2018

Inside new target date funds, Lincoln offers risk-adjustment options

By Editorial Staff Thu, Aug 9, 2018

Morningstar Investment Management LLC will provide the glide path, portfolio construction and ongoing management for each of the portfolio strategies.

Published August 9, 2018

US sends ‘myRA’ accounts to Retirement Clearinghouse

By Editorial Staff

The Treasury Department will transfer the remaining unclaimed IRA assets in the canceled Obama-era workplace savings program from Comerica Bank, the original custodian.

Published August 9, 2018

A new concept for defined contribution plans: The Retiree MEP

By Editorial Staff Thu, Aug 2, 2018

'Within an open multiple employer plan would exist a guidance platform--the Retiree MEP--where participants could receive objective information about retirement saving and distribution,' said Ted Goldman, Senior Pension Fellow...

Published August 2, 2018

Ascensus acquires two TPA firms

By Editorial Staff

Continental Benefits Group, Inc., and 401kPlus will be folded into Ascensus' TPA Solutions division, Ascensus announced this week.

Published August 2, 2018

Turning the 401(k) on Its Head

By Kerry Pechter Thu, Jul 19, 2018

Executives at State Street Global Advisors, Transamerica, Securian, and Prudential discuss their strategies for developing multiple employer 401(k) plans for small companies and helping to close the 401(k) ‘coverage...

Published July 19, 2018

Vanguard pulls S&P500 fund from its own 401(k)

By Editorial Staff Thu, Jun 14, 2018

'The current problem with the Index 500 fund is that over 25% of the fund is in technology stocks,' a former Vanguard employee told the local press.

Published June 14, 2018

Honorable Mention

By Editorial Staff

A.M. Best sees private equity firms dominating life/annuity M&A; Merrill Lynch penalized for deceiving customers on RMBS sales; MetLife and Brighthouse may release up to $116 million to owners...

Published June 14, 2018

Securian creates ‘open MEP’

By Editorial Staff Thu, Jun 7, 2018

'Open multiple employer plans' are defined contribution plans that many unrelated small firms can join. Legislation to ease their formation is pending in Congress.

Published June 7, 2018

Auto-escalation begins in the UK, with ‘close monitoring’

By Editorial Staff Thu, May 17, 2018

In the UK, the minimum contribution to auto-enrolled defined contribution plans will reach 8% in April 2019, including a 3% mandatory employer contribution.

Published May 17, 2018

Unequal plan coverage persists, report shows

By Editorial Staff Thu, May 10, 2018

'In 2016, the participation rate was just 47.3% of family heads with annual family income of $10,000 – $24,999, compared with 89.9% for those with annual...

Published May 10, 2018

Fiduciary rule litigation isn’t over

By Editorial Staff Thu, May 3, 2018

AARP wants the entire panel of Fifth Circuit judges to review the ruling by the three-judge panel, which ruled 2 to 1 against the DOL fiduciary rule.

Published May 3, 2018

The link between 401(k) litigation and in-plan annuities

By Editorial Staff

Fear of litigation has made 401(k) plan sponsors leery of innovation, including the adoption of annuities as investment options, these authors suggest.

Published May 3, 2018

Principal Financial to join Washington State ‘Retirement Marketplace’

By Editorial Staff Thu, Apr 26, 2018

Providers already on the Marketplace include Finhabits, which offers individual IRAs, and Saturna Trust, which offers a solo 401(k) for the self-employed.

Published April 26, 2018

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