Administration | April 19th, 2023 Plan Sponsors Have Lots to Prep for SECURE 2.0 Compliance Whether legislated changes take effect now or down the road, communication with recordkeepers and participants will be crucial.
Benefits | April 3rd, 2023 Improving Financial Wellness Starts With Understanding Participants Many plan sponsors are building financial wellness programs with an eye on addressing benefits equity for their workforce.
Benefits | April 3rd, 2023 Measuring the Impact of Financial Wellness Programs It is challenging for plan sponsors to measure the effectiveness of financial wellness programs, but new approaches are being developed.
Benefits | March 1st, 2023 Defined Benefit Plans Live On as Older, Wise Neighbors, Where DC Plans Can Borrow Ideas A plan sponsor, academics and pension benefit expert agree that defined benefit plans are largely on the way out, yet...
Benefits | March 1st, 2023 Cash Balance Plans Gain in Popularity Combining features of DB and DC plans, these hybrids especially appeal to small and midsize businesses.
Benefits | March 1st, 2023 End Of The Road For Defined Benefit Plans? Not Quite While the vast majority of DB plans are frozen, plan sponsors are keeping all options on the table for participants.
Participants | February 1st, 2023 Personalized Communications Key to Companies’ Attempts to Educate on Participants on Wider Range of Benefits Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.
Participants | February 1st, 2023 Employers Find Persistence, Relevance Help Them Connect With Workers Plan sponsors must message to more workers, on additional channels, in greater detail than ever before when trying to share...
Compliance | December 22nd, 2022 Plan Sponsors Have Myriad Responsibilities to Protect Against Cyberthreats Plan sponsors should begin with the Department of Labor’s guidance on cybersecurity, proceed to fill an arsenal of safeguards to...
Compliance | October 13th, 2022 ESG Bluster Leads to No Effect for Three States’ Retirement Systems For state pension funds considering environmental, social and governance investments, the sustainable strategies may be mightier than the letter.
Investing | September 22nd, 2022 DC Plans Slow to Adopt ESG Options Many plan sponsors remain hesitant to implement environmental, social and governance investing until the Department of Labor rules on the...
Benefits | September 22nd, 2022 Investors’ ESG Demands: Will More Plan Sponsors Be Forced to Act? Studies about the concerns of Generation Z and Millennial investors indicate that they’re worried about retirement and care deeply about...
Administration | September 1st, 2022 Evaluating ARPA’s Impact, 1 Year Later The law made it easier for some plans to continue operating by adding flexibility.
Participants | August 25th, 2022 Considering Multiple QDIAs Using dynamic qualified default investment alternatives can create opportunities to engage with participants as they transition from target-date funds to...
Participants | August 25th, 2022 Funding the Future Self To their detriment, plan participants often fail to opt in to in-plan financial advice—but that may be changing.