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Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium
Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium Discussion of FinTech including PIMCO research on 401(k) use of managed accounts and observations about ...- Authors: Stacy Schaus
- Date: Oct 2018
- Competency: Leadership>Thought leadership
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans
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DC Corner: ADP/ACP Testing & Plan Design Considerations
DC Corner: ADP/ACP Testing & Plan Design Considerations Actuaries can be well suited to provide consulting to both DB and DC plans. We focus on DC design and the important nondiscrimination ...- Authors: Ruth Schau
- Date: Sep 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Lifetime Income Disclosure
Lifetime Income Disclosure The SECURE Act of 2019 requires an annual disclosure to participants in defined contribution plans. The intention is to help participants understand the relationship ...- Authors: Noel Abkemeier, Mark Shemtob
- Date: Jan 2023
- Competency: Communication
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans