Sentences with phrase «retirement plan sponsors»

Explore our friendly self - service tools for retirement plan sponsors and participants.

A quarterly report on the trends and ideas that advisers who serve retirement plan sponsors and participants care about.

The appetite for passive series was likely driven by retirement plan sponsors seeking lower costs.

For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs.

A quarterly report on the trends and ideas that advisers who serve retirement plan sponsors and participants care about.

A participant in retirement plans sponsored by Intel Corporation has filed a lawsuit claiming custom - built investment portfolios within the plan are too heavily invested in imprudent investments.

Download key findings from a nationwide survey of retirement plan sponsors in health care and higher education for the latest in trends and metrics.

However, as retirement plan sponsors focus on increasing retirement income replacement ratios for participants and new generations enter the workforce, they need to look at enhancing their retirement programs so participant retirement goals are met.

While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage.

The firm offers a full benefit package, including health, dental, vision, disability and life insurance; flexible benefit plan; paid time off beginning with 130 hours per full calendar year worked; and a generous retirement plan sponsored by company contributions.

In helping employers to assist their employees, National Life Group also provides retirement plan sponsor services.

According to Fidelity researchers and other experts who have spoken out recently on the subject of market volatility, these figures put pressure on retirement plan sponsors and their adviser / provider partners to help individual savers stay focused on the long - term.

Since the passage of the Pension Protection Act of 2006, many retirement plan sponsors have used target date funds as the Qualified Default Investment Alternative, or QDIA, to qualify for safe - harbor protection.

Meanwhile, experts are already debating whether retirement plan sponsors should include Bitcoin in 401 (k) plans.

Most of the suits to date charge retirement plan sponsors with excessive fees and / or poor performing investment options, which cost participants thousands of dollars that they allegedly would have otherwise saved for their retirement.

Prior to joining CSIM, Mr. Aguilar was with Financial Engines, where he was responsible for managing more than $ 40 billion in assets from leading retirement plan sponsors in the defined contribution market.

This experienced team is adept in helping retirement plan sponsors develop effective strategies for meeting their plans» investment goals, limiting risk and coordinating administrative needs.

Recently, collaboration between the Stanford Center on Longevity (SCL) and the Society of Actuaries (SOA) resulted in a new report — Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans: A Framework for Building Retirement Income Portfolios — which shows how retirement plan sponsors can complete the 401 (k) plan's transition from a savings account to a retirement income plan.

Ross notes that in 2016, not only corporate plan sponsors, but university and college retirement plan sponsors were hit with excessive fee suits.

We think that the major impact will be felt in the equity markets, as retirement plan sponsors substitute foreign for Canadian equities.

Neuberger Berman has created a framework for retirement plan sponsors considering including SRI strategies in their plans.

Dickerson says contributions to a traditional IRA or other retirement plan sponsored by an employer, like a 401 (k), can reduce your taxable income.

The question of what this rate rise means for retirement plan sponsors elicits an amused response from Bob Doll, chief equity strategist at Nuveen Asset Management.

The Schwab Institutional Diversified International Trust Fund is a collective trust fund designed to provide qualified retirement plan sponsors and participants with an international investment vehicle that gives them broad international diversification through a single fund investment.

During a media call about the Employee Benefit Research Institute's latest Retirement Confidence Survey, sources shared ways retirement plan sponsors and advisers can help retirement savers feel more confident.

Right now, IFA is working with more than 60 different retirement plan sponsors.

After the Labor Department finalized the rule earlier this year, Moody's warned of problems for Fidelity, Franklin Resources, Invesco, and Janus, saying in a report that disclosures would «put downward pressure on fees and may prompt retirement plan sponsors to opt for lower - cost investment products, including greater use of index funds.»

Vantagepoint Funds are designed with the unique investing needs of retirement plan sponsors and their employees in mind.

While retirement plan sponsors are beginning to consider offering guaranteed retirement income options, the majority are waiting for safe harbor regulations from the Department of Labor.

The firm offers a full benefit package, including health, disability and life insurance; flexible benefit plan; paid time off beginning with 130 hours per full calendar year worked; and a generous retirement plan sponsored by company contributions.

The mischief and merriment we associate with Thing One and Thing Two offer a lesson for retirement plan sponsors: People counting on defined contribution plans need to get only two things right.

Simply put, a 401 (k) is a retirement plan sponsored by your employer.

We apply these techniques for individual investors, retirement plan sponsors and institutional client relationships alike.

Hueler has been specializing in serving insurance companies, retirement plan sponsors, institutional investment managers, and banks since it started in 1987.

Only 22 % of retirement plan sponsors are currently benchmarking the Income Replacement Ratio for their participants.

Last October, the Treasury Department and the IRS approved guidance making it clear that employers can offer deferred - income annuities in target - date funds that are used as default investments in the retirement plans they sponsor.

A global asset manager serving individuals, institutions, and retirement plan sponsors, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia.

Finance professionals served by Alpholio ™ are financial advisors and planners, pension fund managers, college endowment managers, mutual fund managers, family office managers, fund of funds managers, securities brokers, retirement plan sponsors, etc..

Hueler has been specializing in serving insurance companies, retirement plan sponsors, institutional investment managers, and banks since it started in 1987.

«Target - date investors clearly stand to benefit from lower costs, but it is critical that those selecting target - date funds — retirement plan sponsors or investors — know what's behind the price tag,» Holt said.

As fiduciaries, retirement plan sponsors have tremendous personal liability exposure.

Second, if allowed, often they can rollover their retirement savings into a retirement plan sponsored by a new employer.

However, retirement plan sponsors could use more education about stable value investment performance, MetLife finds.

Perhaps you weren't able to deduct your contributions because you participated in a retirement plan sponsored by your employer and were above the income threshold.

(3/9/18)-- For retirement plan sponsors, implementing a change to defined contribution recordkeeping providers can lead to...

A global asset manager serving individuals, institutions, and retirement plan sponsors, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia.

If you serve business owners and retirement plan sponsors, see how the workplace experience we're developing can help organizations boost productivity, employee loyalty, and the bottom line.

Recently, retirement plan sponsors have had to navigate their way through challenging situations from Supreme Court decisions impacting employer stock to mortality improvements increasing pension liabilities.

Greenspring Wealth Management has launched the Target Date (k) larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.