Administration | October 20th, 2020 Repositioning Financial Wellness and Retirement Benefits for 2021 Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs...
Products | October 16th, 2020 Plan Providers Supplement Lifetime Income Projections Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Administration | October 16th, 2020 Consider Who Is Paying When Benchmarking Retirement Plan Fees There is less risk when a plan sponsor pays retirement plan fees, but that doesn’t necessarily mean the benchmarking should...
Administration | October 9th, 2020 Weaving Part-Time Employee Inclusion Into Retirement Plan Processes The SECURE Act’s requirement to let part-time employees join 401(k)s demands a process for counting hours and creates opportunities to...
Compliance | October 8th, 2020 Lessons From a Rare ERISA Excessive Fee Suit Dismissal The complexity of retirement plan lawsuits often makes district court judges reluctant to approve early dismissal motions plaintiffs, but Salesforce...
Data and Research | October 6th, 2020 How Will the PEP Market Develop in Early 2021? One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 expects plan sponsor take-up to...
Compliance | October 1st, 2020 Auditors’ View of Plan Management Auditors share common errors they find when doing retirement plan financial audits and what they recommend for plan sponsor processes.
Administration | September 17th, 2020 Managing a Retirement Plan Re-enrollment for 2021 Plan sponsors need to consider the effects of the COVID-19 pandemic on their businesses and participants before implementing a re-enrollment...
Administration | September 15th, 2020 The Plan Sponsor Time Crunch With so many recent disruptions to what was ‘business as usual,’ how can plan sponsors ensure their retirement plan gets...
Data and Research | September 10th, 2020 Early Retirement Increasingly the Goal for Younger Generations This may be wishful thinking for some, but there are ways to help them achieve their target retirement age.
Administration | September 8th, 2020 The PEP Opportunity Pooled employer plans (PEPs) are coming, and potential adopting employers need to know what to look for and what they...
Administration | September 3rd, 2020 Important Considerations for the RFP Process When conducting a service provider request for proposals (RFP), being specific can help ensure plan and participant needs are met,...
Investing | September 1st, 2020 Bitcoin As a Retirement Plan Investment? The cryptocurrency is legally permissible as a 401(k) investment under ERISA, but some plan sponsors may have questions about whether...
Investing | August 27th, 2020 The Future for ESG Investing in Retirement Plans The DOL says ESG integration cannot propel financial advancement. Experts say the department is wrong; plan sponsors just need education...
Administration | August 25th, 2020 Retirement Plan Providers Opening Up to Serving Cannabis and Other Companies A few financial firms have entered the cannabis, hemp and CBD market, being careful to manage any legal risks for...