Defined Contribution Plans

This broadly defined station houses posts about topics that encompass all types of employer-provided defined contribution plans — not just 401(k)s. These include plans in other countries, etc.

 

 

 

Defined Contribution Plans

Defined Contribution Plans

By John Iekel 6/6/2018 • 0 Comments

In a June 4, 2018 comment letter to the IRS, the ARA recommended that the IRS expand its determination letter program to cover specific situations. READ MORE

By ASPPA Net Staff6/6/2018 • 0 Comments

In spite of continued volatility, April’s “showers” produced some May flowers for average 401(k) balances. READ MORE

By Ted Godbout5/30/2018 • 0 Comments

TPAs serving 401(k) plans may want to remind their clients that they should review and update their “special tax notices” in the wake of changes to the plan loan offset rules under last year’s tax reform legislation. READ MORE

By Ted Godbout5/29/2018 • 0 Comments

The average individual 401(k) and IRA balances of Fidelity clients dipped a bit in the first quarter of 2018 compared to the previous quarter, but year-over-year increases remained strong. READ MORE

By John Iekel 5/24/2018 • 0 Comments

A measure before the Senate would establish a federal commission to review private retirement benefit programs and report to Congress on how to improve private retirement security. READ MORE

By John Iekel 5/23/2018 • 0 Comments

The IRS is now accepting applications for opinion letters for pre-approved DC plans for the third six-year remedial amendment cycle. READ MORE

By ASPPA Net Staff5/21/2018 • 0 Comments

Participant transfer activity picked up in April, but was still well short of surges earlier in the year. READ MORE

By John Iekel 5/18/2018 • 0 Comments

A recent white paper takes a look not only at how well employees are saving, but also the habits that can help in achieving greater financial security in retirement. READ MORE

By Ted Godbout5/14/2018 • 0 Comments

A potential negative consequence of litigation involving defined contribution plans is engendering fear among plan fiduciaries to offer innovative plan options, a new report suggests. READ MORE

By Ted Godbout5/11/2018 • 0 Comments

With many workers still lacking access to a retirement plan set against the backdrop of a growing gig economy, vital changes to existing retirement program strategies are needed, attendees at a May 8 policy forum in Washington, DC were told. READ MORE

By John Iekel 5/11/2018 • 0 Comments

Plan design can influence and equip plan participants to make better choices regarding distribution, a recently released report concludes. READ MORE

By John Iekel 5/4/2018 • 0 Comments

Communicating with participants is bread and butter stuff – a reminder that in the end, benefits administration is about real people. Benefits administrators from two employers in a May 1 session of the Plan Sponsor Council of America’s annual conference shared their experiences and approaches in communicating with participants. READ MORE

By John Iekel5/2/2018 • 0 Comments

A panel of experts at the Plan Sponsor Council of America’s (PSCA) annual conference in Scottsdale, AZ, on May 1 offered their take on some of the critical issues and uncertainties facing retirement plans, plan sponsors and the professionals who serve them, as well as the influence of the federal government. READ MORE

By ASPPA Net Staff4/27/2018 • 0 Comments

The Wall Street Journal reports that the Labor Department is examining whether Wells Fargo has been pushing participants to move money from their 401(k)s into more expensive IRAs at the bank. READ MORE

By Ted Godbout4/23/2018 • 0 Comments

New survey results show that a significant majority of 401(k) consultants support additional services in DC plans. READ MORE

By ASPPA Net Staff4/19/2018 • 0 Comments

At an April 9 session at this year’s Enrolled Actuaries meeting in Washington, DC, longtime ASPPA members Richard Block and Kevin Donovan addressed the complexities of testing defined benefit and defined contribution plans on a combined basis. Many thanks to Richard and Kevin for correcting our original report. The corrected version follows. READ MORE

By John Ortman4/18/2018 • 0 Comments

Plan Sponsor Council of America Executive Director Jack Towarnicky recently shared highlights of the PSCA’s 2017 Annual Survey of Profit Sharing and 401(k) Plans, focusing on the impact of auto enrollment and auto escalation. READ MORE

By John Ortman4/16/2018 • 0 Comments

American Retirement Association CEO Brian Graff unveiled plans April 15 to address the expensive and outdated ERISA requirement to disclose information to 401(k) participants in paper form. READ MORE

By John Iekel 4/6/2018 • 0 Comments

Recent discussions about 401(k) loans look at the scale of the practice, the consequences and what a plan may consider concerning a policy for them.
READ MORE

By Ted Godbout4/6/2018 • 0 Comments

Not only do individual account assets make up a large part of their owners' financial assets, but those with individual accounts have much higher net worth than those without them, says EBRI. READ MORE

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