Retirement Plans Content

per22-03.pdf

New Hires Continue to Favor Target Date Funds for 401(k)s Equities Remain Dominant Investment Choice for Plan Participants Washington, DC, April 28, 2016—Interest in target date and other types of balanced funds remained strong through 2014, with younger plan participants more likely...

April 19, 2016 Submitted electronically to lois.court.house@state.co.us The Honorable Lois Court Chair, House Finance Committee Colorado General Assembly 200 East Colfax Denver, Colorado 80203 Re: House Bill 16-1403, Colorado Secure Savings Plan Dear Chair Court: I am writing to...

Focus on Funds Responding to the Department of Labor’s New Fiduciary Rule The Department of Labor’s new fiduciary rule will change how funds interact and communicate with their investors. In the April 15, 2016, edition of Focus on Funds, ICI General Counsel David Blass talks about ICI...

March 24, 2016 Delivered Electronically The Honorable John Chiang California State Treasurer Chairman, California Secure Choice Retirement Savings Investment Board 915 Capitol Mall, Room 110 Sacramento, CA 95814 Re: Overture Financial Final Report to the California Secure Choice...

per22-01a.pdf

per22-01.pdf

IRA Owners Follow a Strategy in Retirement Planning Washington, DC, February 18, 2016—In advance of “ America Saves Week,” the Investment Company Institute today released survey results illustrating how Americans are using individual retirement accounts (IRAs) strategically to help...

Focus on Funds Multiple Employer Plans Offer New Answer to Expanding Retirement Savings Access In the February 12, 2016, edition of Focus on Funds, ICI General Counsel David Blass describes the problems with state plans to increase access to workplace retirement savings plans, and...

State-Run Retirement? Better to Go Private By Paul Schott Stevens (As published in the Wall Street Journal , February 7, 2016) More than 50 million workers—most working for small businesses— lack coverage under employer-based retirement plans. They need greater access to these private...