As stock values generally rose during the first quarter of the year, most DC plan participants continued with their asset allocations and contribution levels, and maintained low withdrawal activity, according to the Investment Company Institute (ICI).A recent ICI study, "DC Plan Participants’... READ MORE

A new report indicates that retiree health care expenses will not only continue to increase, but will do so at triple the current rate of inflation for the foreseeable future.That unsettling news comes from HealthView Services’ 2017 Retirement Health Care Costs Data Report, which shows that retiree... READ MORE

In a recent study by LIMRA, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations.The LIMRA Secure Retirement Institute explains that relationships are cited most by those who have an existing relationship with a... READ MORE

On Sept. 19, 2017, the Women's Institute for a Secure Retirement (WISER) is hosting a special symposium on retirement solutions for women.Here are the details:WHEN: Tuesday, Sept. 19, 2017 / 1:30 pm - 5:30 pm (reception to follow)WHERE: Capitol View Conference Center / 101 Constitution Avenue NW, ... READ MORE

Amid all of the recent talk about tax reform and the potential move toward Rothification, Cerulli Associates has come out with a new report showing that only one-third of DC plan participants can correctly identify the benefits of Roth contributions.The results are part of a 2017 survey Cerulli... READ MORE

The parties in Tibble v. Edison have reached agreement on the remaining piece of the damages calculation in the long-running suit.The issue here involved 17 mutual funds that were chosen as investment options for the plan in March 1999. For each of those funds, the Edison plan fiduciaries initially... READ MORE

Another university excessive fee lawsuit moved forward, though several of the plaintiffs’ claims were set aside.The suit, brought by the law firm of Schlichter, Bogard & Denton, claimed that MIT’s close relationship with Fidelity Investments led to its selection as plan recordkeeper, without... READ MORE

It’s not too early to start thinking – and talking – about the NAPA 401(k) Summit.If you’ve been to the NAPA 401(k) Summit site (http://napasummit.org) recently, you’ll notice that we have introduced a new feature – SummiTalk – with updates on the planning for the 2018 NAPA 401(k) Summit,... READ MORE

Today we are pleased to announce our fourth annual list of NAPA Top 100 Defined Contribution (DC) Wholesalers, as selected by the nation’s leading retirement plan advisors.We call them “Wingmen” because if they are doing their job, they have your back – and this year’s group certainly fits that... READ MORE

In addition to the books, reference guides, and a few personal “knick knacks,” I have for years had in my office a couple of model cars – but not for the reason people generally think.These models happen to be Studebakers (a 1950 Champion, a 1953 Starliner and a 1963 Avanti). I’d wager that a... READ MORE

The Oregon Treasury has unveiled a proposal to modify the Oregon State Retirement Program (ORSP).The proposal would create new rules and modify existing rules for the ORSP. Specifically, the rules: clarify the definitions in certain joint employment relationships; allow for non-payroll... READ MORE

Temperatures continued to rise in August, but the increase in average 401(k) balances cooled off a bit.Not that the hot streak abated much. According to the nonpartisan Employee Benefit Research Institute (EBRI), the average account balance for younger (age 25-34), less tenured (1-4 years) workers... READ MORE