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...
Administration | July 8th, 2020 Get Beneficiary Designation and Missing Participant Practices in Order The pandemic has highlighted the need for plan sponsors to actively encourage revised beneficiary designations and have missing participant procedures...
Investing | July 2nd, 2020 Improving Participant Outcomes With Custom TDFs Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater...
Compliance | June 30th, 2020 DOL ESG Proposal Throws a Cloud Over Prior Guidance The proposed regulation seems to create stricter limits for ESG investing in retirement plans, but experts say it is not...
Benefits | June 29th, 2020 Considerations for Benefit Offerings and Open Enrollment for 2021 Employers must balance costs with increased employee needs, and benefits leaders predict employees will be looking at benefit offerings more...
Administration | June 24th, 2020 Another Risk for Retirement Savings: Divorce Divorced women are especially vulnerable, but targeted messages not just focused on retirement can help.
Administration | June 22nd, 2020 Clearing Up Confusion About Retirement Timing The pandemic may put a wrench in some participants’ plans to retire, but others may be more prepared than they...
Participants | June 18th, 2020 Generations Experience the Effects of COVID-19 Differently Understanding each generation’s attitudes and concerns is key to knowing the right retirement savings education and tools to offer.
Investing | June 15th, 2020 The Role of Stable Value in Each Stage of the Savings Journey Stable value has an important combination of benefits for participants nearing retirement, but it can play a role for participants...