Featured Jobs
|
BPAS
|
|
BPAS
|
|
Anchor 3(16) Fiduciary Solutions
|
|
Southern Pension Services
|
|
Managing Director - Operations, Benefits Daybright Financial
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
BPAS
|
|
Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
|
|
MAP Retirement
|
|
Pentegra
|
|
Retirement Plan Consultants
|
|
Regional Vice President, Sales MAP Retirement USA LLC
|
|
Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
July Business Services
|
|
Retirement Relationship Manager MAP Retirement
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
|
78 Matching News Items |
| 1. |
Capital Group for Defined Contribution Institutional Investment Association [DCIIA]
June 18, 2015
"[P]lan sponsors should consider an investment re-enrollment, an action that requires little effort from participants and can improve their long-term prospects.... [The authors] provide four case studies that demonstrate how plan sponsors have success fully re-enrolled participants to help improve their investment allocations."
|
| 2. |
Defined Contribution Institutional Investment Association [DCIIA]
Feb. 10, 2022
43 presentation slides. "The types of alternative investments discussed are: Private Real Estate, Hedge Funds and Private Equity.... This presentation also details current thinking as to the Benefits, Considerations and Challenges of offering alternative investments in DC plans. Potential next steps are provided for fiduciaries considering implementing alternatives in their plan. The summary assessment includes a look at current usage as well as possible future usage of alternative investments in defined contribution plans."
|
| 3. |
Defined Contribution Institutional Investment Association [DCIIA]
May 20, 2019
"The recent series of bulletins issued by the DOL has led to confusion due to a lack of clarity in the language and an inconsistent tone over the course of different administrations ... The two primary ways for plan sponsors to implement sustainable investing in DC plans are [1] adding ESG-themed fund options into the fund lineup or self-directed brokerage window, and [2] considering ESG factor integration in investment processes during manager evaluation."
|
| 4. |
Defined Contribution Institutional Investment Association [DCIIA]
May 14, 2015
"DCIIA has developed this best practices framework to outline actions that plan sponsors and fiduciaries can take to build plans that have the greatest potential to help participants achieve retirement readiness.... The framework further addresses specific factors related to Plan Design, Investment Structure, and Plan Monitoring. It can help plan sponsors and fiduciaries: [1] Evaluate existing plans; [2] Develop thoughtfully designed plans; [3] Maximize the effectiveness of auto features programs; and [4] Identify and address suboptimal plan participant behavior."
|
| 5. |
Defined Contribution Institutional Investment Association [DCIIA]
Apr. 3, 2014
"Are there any maximum limitations or requirements that plan sponsors should consider when implementing an automatic contribution escalation program? ... Is there a required initial default contribution rate for automatic contribution escalation programs? ... Must automatic contribution escalation programs have a 1 percent step-up auto escalation rate? ... Are plan sponsors required to tie the initial default contribution rate under an auto enrollment program to the plan's maximum matching contribution percentage?"
|
| 6. |
Defined Contribution Institutional Investment Association [DCIIA]
Nov. 28, 2022
"This paper explores how low interest rates and inflation impact retirement plan investing when the goal is income generation, rather than asset growth. [The authors] examine the impact to current, prominent income-generating strategies and explore approaches to retirement income generation that have begun gaining the attention of fiduciaries and plan sponsors as new tools to help retirees."
|
| 7. |
Defined Contribution Institutional Investment Association [DCIIA]
Apr. 25, 2023
12 pages. "This paper explores various governance models that are used by DC plan sponsors and explains the key players, common fiduciary and settlor decisions, and considerations that may help plan sponsors choose a governance model suitable for their organization."
|
| 8. |
Defined Contribution Institutional Investment Association [DCIIA]
Mar. 17, 2022
"Lack of consistent values across plan participants leads to difficulty in making appropriate fund selections.... Insufficient employee demand leads to delaying consideration.... Shifting political and regulatory environment has led to uncertainty."
|
| 9. |
Defined Contribution Institutional Investment Association [DCIIA]
July 21, 2021
"With success measurement largely limited to the accumulation phase in practice, participation becomes a major criterion; but helping participants to help themselves requires engagement. How do plan sponsors achieve this level of engagement or action from participants? Are defined contribution participants more likely to respond to messages of fear or encouragement? [This report explores] key questions that plan sponsors often ask and offer recent research to help provide answers."
|
| 10. |
Defined Contribution Institutional Investment Association [DCIIA] Retirement Research Center
Nov. 4, 2020
"Six in ten (58%) of our respondents say they provide some level of service and support directly (as opposed to solely through the record keeper) to separated participants, and therefore potentially maintain contact with them. This would indicate the possibility of recognizing cognitive decline if the participant or Trusted Contact communicates with the plan sponsor for service or support.... Seven in ten (69%) respondents say they have no idea how prevalent cognitive decline is among their active, separated or retired participants."
|
| Next » |
|
Syntax Enhancements for Standard Searches
|