Benefits | August 20th, 2020 Rethinking HSAs With the high cost of health care, employees are using HSAs as spending, not savings, vehicles, and if more people...
Administration | August 17th, 2020 Considering the Potential Future Volatility for Multiemployer Plans Whether a plan is in dire financial straits or not, many employers likely want to get out of them, but...
Compliance | August 13th, 2020 The SEC’s Retail Mutual Fund Disclosure Framework Is Changing A new Securities and Exchange Commission proposal takes a sensible, layered approach to disclosure that takes advantage of today’s ubiquitous...
Benefits | August 13th, 2020 Are Employer-Sponsored DC Plans the Best Retirement Savings Vehicles? The coronavirus pandemic and other factors have called into question the value of DC plans, but experts say they’re still...
Compliance | August 10th, 2020 Recent Acts Will Require Plan Amendments Retirement plan sponsors will need to be aware of select modifications depending on their plan type, as well as key...
Compliance | August 5th, 2020 DOL’s Proposed ESG Restrictions Panned in Public Comments The clear trend among investment managers, retirement industry professionals and members of the public is skepticism about the need for...
Participants | August 5th, 2020 Reaching K-12 403(b) Plan Participants During the Pandemic School districts will find that advisers who normally camp out in the cafeteria or teachers’ lounge are striving to continue...
Compliance | August 3rd, 2020 No ‘Earth-Shattering’ Retirement Proposals in Biden Platform Building on Social Security and Medicare are key components of the presumptive Democratic presidential nominee’s promised agenda—though if Congress swings...
Investing | July 31st, 2020 Is It Time for the U.S. to Create a Sovereign Wealth Fund? As the U.S. government looks for a cure-all amid the financial crisis, some experts are looking to a government-owned wealth...
Administration | July 29th, 2020 CARES Act Special Considerations for 403(b) Plans Participants invested in annuity contracts may face charges for distributions and limits on amounts they can take as a distribution...
Benefits | July 23rd, 2020 Phased Retirement Programs Offer Perks for Employees and Employers A phased retirement program can help employers address workforce issues and help employees make a smooth transition, and it should...
Administration | July 21st, 2020 Frozen DB Plans Still Require Much Attention There is nearly as much work to do when a DB plan is frozen as when it’s open, and ignoring...
Investing | July 16th, 2020 Understanding How ‘E,’ ‘S’ and ‘G’ Contribute to ESG Performance Investors need to know which factors will help them achieve their long-term and their short-term goals.
Administration | July 13th, 2020 Changing Messages About Benefits Plan sponsors can create new communications to engage participants with their retirement and health benefit plans that take into consideration...
Administration | July 10th, 2020 Risk for Cyberattacks Heightened as Remote Work Continues Remote work is expected to lead to more attacks on retirement plan accounts, but there are an increasing number of...