Featured Jobs
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Administration Consultant Blue Ridge Associates
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Southern Pension Services
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MAP Retirement
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Pentegra
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BPAS
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Retirement Relationship Manager MAP Retirement
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Consultants
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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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99 Matching News Items |
| 1. |
Callan
May 14, 2025
"Top areas of focus for DC plan sponsors in 2024 included investment management fees, fund/manager due diligence, and investment structure evaluation. In line with the past four years, most sponsors used participation rate to gauge plan success.... 12% of respondents said they evaluated a guaranteed lifetime income feature within a target date fund framework in 2024, but only 2% added such a feature to their target date fund offering. In 2025, 20% plan to evaluate such a feature, with 6% saying they plan to add one."
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| 2. |
Callan
Feb. 21, 2021
"The top areas of fiduciary focus [in 2020] were governance and process; investment structure evaluation; and fund/manager due diligence. Fiduciary actions planned for 2021 include a review of plan fees; completing formal fiduciary training; and implementing, updating, or reviewing the investment policy statement."
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| 3. |
Callan
June 14, 2017
"DC plans benefited from strong market performance during the quarter.... While performance for the quarter was strong, the DC Index did markedly lag the average comparable target date fund.... TDFs attracted over 88 cents of every dollar that moved within DC plans. When TDFs are held within a DC plan, they now account for 32% of plan assets."
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| 4. |
Callan
Feb. 22, 2017
"The use of automatic contribution escalation increased markedly over the past year (63% in 2016 versus 46% in 2015). Caps on automatic contribution escalation have also markedly increased (27% in 2016 from 19% in 2015)....Nearly half (47%) of plan sponsors reported making a fund change due to performance-related reasons. This is the highest in the survey's history."
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| 5. |
Callan
Feb. 21, 2013
Chart shows Annual Returns for Key Indices (1993-2012) ranked in order of performance.
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| 6. |
Callan Associates
Dec. 16, 2010
"The Callan DC Index is an equally-weighted index tracking the cash flows and performance of more than 70 plans, representing greater than 800,000 defined contribution participants and more than $70 billion in assets. The index is updated quarterly and reflects 401(k) plans as well as other types of defined contribution plans."
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| 7. |
Callan
Oct. 25, 2022
"Of the 165 lawsuits in Callan’s study, 31% alleged the target date fund (TDF) suite underperformed various benchmarks.... Managed account services have become a new focus in DC litigation. While these types of lawsuits have yet to identify consistent claims, the potential expansion of litigation requires DC plan sponsors to carefully review the utilization and outcomes of managed account services."
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| 8. |
Callan
Oct. 25, 2022
"Callan reviewed 165 lawsuits filed against mid- to mega-sized defined contribution (DC) plans ($175 million to $10 billion-plus) between January 2019 and August 2022, to provide an analysis of trends in litigation centered on the fiduciary duties outlined in [ERISA].... The complaints span industries, plan sizes, plaintiffs' counsel, and allegations.... The ongoing pace of new litigation reinforces the need to continue managing and reviewing fees, funds, and services."
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| 9. |
Callan
Dec. 11, 2020
"Callan constructed a hypothetical 'most boring glidepath' containing only the S&P 500 and Bloomberg Barclays US Aggregate Bond Indices to meet the minimum diversification standard for a QDIA. The result: Our boring glidepath performs better historically compared to peers, as well as to a glidepath containing the market average underlying exposure to 24 distinct asset classes. [This article shows] results for an age 45 allocation using both our boring glidepath and the 24 asset class glidepath."
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| 10. |
International Business Times
Aug. 26, 2015
"Chicago pension officials wanted to know where to deposit the $11 billion that the city's teachers had saved for their retirement benefits, so they turned in 2014 to the outside consulting firm they'd hired for financial advice.... [W]hen the firm, Callan Associates, told pension trustees at a February meeting to give the cash to a bank called Bank of New York Mellon (BNY), the board's trustees agreed to follow the advice. What they were not told at that meeting, however, is that BNY pays Callan for both general consulting services and financial education programs."
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