401(k)/IRA Archives - Page 9 of 13 - Retirement Income Journal

No Retirement Account Left Behind

By Kerry Pechter Thu, May 19, 2016

"Auto-portability" would consolidate a plan participant's old accounts into his or her current account, automatically. Spencer Williams and Tom Johnson of Charlotte-based Retirement Clearinghouse have spent three years trying...

Published May 19, 2016

In DC plans, managed accounts and TDFs suit different wealth tiers: Cerulli

By Editorial Staff Fri, Apr 29, 2016

The four largest managed account providers in the U.S., with about 95% of the market, include Financial Engines (60%; $113.4 billion), Morningstar (21%; $40.3 billion), Fidelity (8%; $14.5 billion)...

Published April 29, 2016

Where you work determines your retirement: EBRI

By Editorial Staff Thu, Mar 24, 2016

The percentage of workers who describe themselves as “very confident” about having enough money for a comfortable retirement leveled off at 21% this year, after rising to 22% in...

Published March 24, 2016

‘Stretch match’ is the key to higher DC savings: LIMRA

By Editorial Staff Thu, Feb 25, 2016

LIMRA Secure Retirement Institute noted that a 100% match of the first 3% of savings tends to promote savings rates of 6%, but a 50% match of the first...

Published February 25, 2016

New York City eyes public savings plan for private sector workers

By Editorial Staff Thu, Feb 11, 2016

Contributions would be made exclusively by employees and their accounts would be portable from job to job. The city would create a board to oversee and manage the program.

Published February 11, 2016

401(k) and IRA balances reflect market volatility: Fidelity

By Editorial Staff

After decreasing in Q3 2015 due to market volatility, average retirement account balances recovered in Q4 2015, but were still below the averages from Q4 2014.

Published February 11, 2016

Betterment Wants to Build a Better 401(k)

By Kerry Pechter Thu, Jan 28, 2016

Betterment, the largest independent retail robo-advisor, said Wednesday that it has entered the small company segment of the 401(k) market. But will its model confine it to the shallow...

Published January 28, 2016

$100 million for retirement pilot programs in Obama budget proposal

By Editorial Staff

Certain pilots are expected to study "auto-portability"--the automatic transfer of small accounts from one 401k to another when people change jobs--and, potentially, help make it a standard feature of...

Published January 28, 2016

Christie nixes state-run IRA in favor of private marketplace

By Editorial Staff Thu, Jan 21, 2016

The marketplace will offer three options: a SIMPLE IRA, a payroll deduction IRA and a MyRA. Firms participating in the marketplace will have to offer at least two investment...

Published January 21, 2016

How “streamlining” a retirement plan pays off

By Editorial Staff Thu, Jan 14, 2016

A team of Wharton School professors documented the positive effects of reducing the number of investment options at a large non-profit institution's retirement plan to 39 from about 90...

Published January 14, 2016

“Roll-in” deal signed by Retirement Clearinghouse

By Editorial Staff Fri, Jan 8, 2016

Several years of effort by Retirement Clearinghouse (formerly RolloverSystems) to refine and popularize the automatic transfer of assets from 401k to 401k appear to be bearing fruit.

Published January 8, 2016

Cash-outs, loans and rollovers fuel the flood from 401(k)s: Cerulli

By Editorial Staff Thu, Dec 17, 2015

Liquidity is the defining characteristic of 401k plans. If participants couldn't borrow, cash out, rollover or take hardship withdrawals, they might not join in the first place. But with...

Published December 17, 2015

Unsolved mystery: Where are the missing participants?

By Editorial Staff

Whichever set of data you believe, no more than 61% of full-time, full-year wage and salary workers are covered by an employer-sponsored retirement savings plan.

Published December 17, 2015

Two settlements of 401(k) excessive fee cases, for a combined $89 million

By Editorial Staff Wed, Nov 11, 2015

The settlements, by Boeing and Novant Health, mean over $30 million in fees and expense for the firm of Schlichter, Bogart & Denton, which specializes in federal class action...

Published November 12, 2015

‘myRA.gov’ steals its webpage design from the robo’s

By Editorial Staff

The federal government's "myRA" program offers a portable Roth IRA to Americans with no other retirement plan at work. The first $15,000 in savings goes into U.S. Treasuries. Participants...

Published November 12, 2015

Financial Engines acquires The Mutual Fund Store

By Editorial Staff

Financial Engines has been an innovator in the retirement income space. Its Income+ service “is designed to manage your investments to create payouts that can last into your...

Published November 12, 2015

TIPS for the Long Run?

By Kerry Pechter Thu, Nov 5, 2015

Whether you'd prefer the new Dimensional Target Date Retirement Income Funds over one of the "big three" TDFs might depend on whether you share Robert Merton and Zvi Bodie's...

Published November 5, 2015

DFA’s Gerard O’Reilly Explains His Firm’s New TDFs

By Kerry Pechter

Dimensional Fund Advisors calls its new target date funds "Retirement Income" funds. How does DFA justify that ambitious title? O'Reilly, DFA's co-Chief Investment Officer and head of research, explains....

Published November 5, 2015

Women are better savers, but men save more: Vanguard

By Editorial Staff Wed, Nov 4, 2015

In its investigation of the “substantial imbalance” in wealth accumulation for men and women in Vanguard-administered retirement plans, Vanguard reviewed participation rates, savings rates and investment choices.

Published November 5, 2015

Shadow of ERISA hangs over state-run retirement plans

By Editorial Staff Thu, Oct 29, 2015

California, Illinois and Massachusetts have all enacted laws creating state-run defined contribution plans, but uncertainty that such plans might be subject to Department of Labor regulation is delaying implementation.

Published October 29, 2015

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