Retirement Income

We’re seeing greater emphasis on new ways to provide plan participants with retirement income options, driven primarily by policymakers at the Department of Labor and greater demand among plan sponsors. Here you’ll find coverage of news and developments in Washington, as well as new products and plan design changes like stream of payment options as alternatives to lump sum distributions.


Retirement Income

Retirement Income

By John Iekel 8/17/2018 • 0 Comments

The PBGC has proposed changes to two schedules to the Form 5500 — Schedule R, Retirement Plan Information, and Schedule SB, Single-Employer Defined Benefit Plan Actuarial Information. READ MORE

By Nevin Adams 8/17/2018 • 0 Comments

You may have seen recent coverage of a new “study” that found a surge in bankruptcy filings among retirees. READ MORE

By Nevin Adams8/17/2018 • 0 Comments

We now know the terms of an excessive fee lawsuit settlement reported a month ago. READ MORE

By Ted Godbout8/17/2018 • 0 Comments

A majority of DC plan participants want the help of an expert in managing retirement assets, but many still stop short of wanting employers to choose their investments for them, new survey results show. READ MORE

By John Iekel 8/16/2018 • 0 Comments

The California Secure Choice Retirement Savings Program (CalSavers) is moving closer to implementation. READ MORE

By Nevin Adams 8/16/2018 • 0 Comments

Illinois’ mandatory auto-enrollment state-IRA program for private sector employers, Illinois Secure Choice, “may” have just become voluntary. READ MORE

By John Iekel 8/14/2018 • 0 Comments

A recent blog entry argues that when an employee retires matters not only to that individual, but also to their employer. READ MORE

By John Iekel 8/13/2018 • 0 Comments

Information letters, regulations, legislation aplenty — in ASPPA’s third quarter Washington Update, American Retirement Association Director of Technical Education Robert Kaplan provided his take and insights. READ MORE

By John Iekel 8/10/2018 • 0 Comments

A recent report offers a look at that measure and finds that retirement readiness — or the lack thereof — is not uniform across all groups and worker populations. READ MORE

By John Iekel 8/8/2018 • 0 Comments

Missing participants are challenging to plans, TPAs and recordkeepers — but cashouts ultimately are an even bigger issue, a service provider suggests. READ MORE

By John Iekel 8/6/2018 • 0 Comments

Retirement income solutions that seek to help provide financial resources for a lifetime are on the rise; a recent paper offers ideas on how a retirement plan professional can evaluate the effectiveness and worth of those solutions. READ MORE

By Ted Godbout8/6/2018 • 0 Comments

Conventional wisdom suggests that chances are slim that retirement policy legislation will be enacted in the remaining days of the legislative calendar going into the mid-term elections, but this year might be different. READ MORE

By Ted Godbout8/6/2018 • 0 Comments

While most active retirement savers agree that accumulating enough savings is important in being able to retire comfortably, a significant subset worry they’re already too far behind, a new study finds. READ MORE

By ASPPA Net Staff8/3/2018 • 0 Comments

Things continued to heat up in July for those average 401(k) balances. READ MORE

By John Iekel 8/2/2018 • 0 Comments

OregonSaves, the state-sponsored auto-IRA program for private-sector workers in the Beaver State, may expand the savings options available to those workers. READ MORE

By John Iekel 8/1/2018 • 0 Comments

The New Jersey Secure Choice Savings Program Act, a measure that would create an automatic enrollment payroll deduction IRA in the Garden State, is before the state Assembly and the state Senate.
READ MORE

By ASPPA Net Staff7/31/2018 • 0 Comments

New legislation would give any worker not currently covered by an employer-sponsored retirement plan access to a new type of retirement savings account. READ MORE

By John Iekel 7/27/2018 • 0 Comments

It isn’t hard to find a plan that has invested in TDFs, but it can be hard to find assessments that ask hard questions about them. A recent white paper does just that. READ MORE

By Jack Towarnicky7/27/2018 • 0 Comments

In part three of a three-part series concerning retirement preparedness, we confirm that there is no solution for workers who do not have retirement preparation as a priority. READ MORE

By Ted Godbout7/27/2018 • 0 Comments

Key lawmakers and staffers from the House and Senate discussed legislation relevant to retirement plans and offered insights on congressional activity on July 24. READ MORE

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