Defined Contribution Plans

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  1. Articles

    Reported Wells Fargo-Financial Engines deal may ease rollover harvest — for now, say experts

    The relationship could work well for non-fiduciary reps who service retirement plans, but that would change if the Department of Labor's fiduciary rule proposal passes in its current form.

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    How to help clients invest for college without sacrificing retirement

    Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.

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    Retirement plan advisers' golden opportunity: IRS restatement requirements

    This could be the perfect opportunity for plan advisers to connect with employers to review the effectiveness of their retirement plans.

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    Vanguard widens lead over Fidelity in managing retirement assets

    Pensions & Investments survey finds fund giant still tops in managing retirement assets, followed by Fidelity. BlackRock is gaining ground, helped by target date, index funds.

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    Saving for retirement should be advisers' top priority: Wharton's Marston

    Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.

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    Washington latest state to encourage workplace retirement plans

    Creates website to match small employers with private-sector retirement plans

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    Supreme Court hands down decision in key 401(k) lawsuit

    Message to advisers: Mind recommended fund lineups, review plan sponsor contracts.

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    Broker-dealers face administrative hurdles in rollout of QLAC annuity

    Confusion remains over who ensures the contract purchase meets Treasury's guidelines.

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    The ETF craze crosses a huge hurdle

    Breakfast with Benjamin: Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.

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    Active or passive target-date funds have similar returns, Morningstar finds

    Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows.

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    Multiple-employer plans provide growth for retirement plan advisers, if they can handle it

    Plan advisers need to make sure they can properly service MEPs and are not just dazzled by the idea of adding dozens of new clients.

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    Morningstar is ready to move beyond the style box

    Powerful research firm asks advisers' help to better customize asset allocation.

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    Entice employees to save for retirement with a creative campaign

    Advisers must go further than automatic features if they'd like to get employees interested in saving at work.

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    How the DOL's fiduciary rule affects retirement plan advisers' ability to land new business

    Plan sponsors face deeper vetting of their advisers' offerings than ever before.

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    How to become a more valued retirement plan adviser

    Employers are looking to discuss the specific needs of plan participants, which will eventually lead to solutions you can offer.