Administration | March 3rd, 2020 What to Know About DB Plan Administration Plan sponsors should understand the components of administration, the interplay of providers and on what duties sources say sponsors are...
Compliance | February 28th, 2020 Retirement Plan Financial Audit Processes Are Evolving New processes and systems can cut costs for plan sponsors, streamline the work and allow for any discrepancies to be...
Benefits | February 26th, 2020 As Health Costs Rise, Voluntary Benefits Promote Financial Wellness Employers can offer certain benefits that give employees peace of mind following a medical event.
Administration | February 24th, 2020 Reasons Exist to Turn a Cold Shoulder to Company Stock in DC Plans However, if plan sponsors choose to offer company stock, there are efforts they can take to mitigate a litigation or...
Participants | February 20th, 2020 Adjusting the Retirement Savings Path Financial circumstances may change, but plan sponsors can help participants still control, and sustain, their savings.
Administration | February 13th, 2020 The Future for Annuities in DC Plans The SECURE Act offered an annuity selection safe harbor for plan sponsors, but education will be the first step in...
Compliance | February 11th, 2020 Getting Ready to Include Part-Time Employees in Retirement Plans 401(k) plan sponsors need to understand all the parts of the new requirement and, for some, the long-term effects on...
Compliance | February 7th, 2020 Remembering the Basics of Fiduciary Duties What ERISA retirement plan sponsors should know about their responsibilities as they make plan decisions or even outsource decisions to...
Investing | February 4th, 2020 Steps for Creating an Effective IPS While not required, a road map for investment selection and monitoring is a best practice, and sources now say the...
Administration | January 28th, 2020 Getting SECURE Act’s Lifetime Income Provisions Right Industry sources agree pains must be taken to ensure mandatory lifetime income projections to participants are accurate and contextual education...
Investing | January 23rd, 2020 Pressure Is Building to Consider Climate Change When Investing Retirement plan fiduciaries, for now, should at least consider the role climate change will have on plan investments and vice...
Administration | January 17th, 2020 Mechanics of DB Plan QDROs Differ From Those for DC Plans There are different paths for getting the right benefits to the right people when a plan participant divorces.
Administration | January 15th, 2020 Retirement Plan Features to Consider Pruning Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.
Administration | January 13th, 2020 Components of Annuity Pricing The costs of annuities depends on the type and the amount of flexibility.
Investing | January 9th, 2020 Do TDF Characteristics Impact Default Acceptance? For plan sponsors making decisions about default investments, it’s important to understand the underlying drivers of participant behavior.