Administration | June 28th, 2019 Providers Reluctant to Serve Newly Allowed 401(k)s Due to the misunderstanding about the intersection between state and federal Cannabis laws, lack of provider support may stop hemp...
Compliance | June 21st, 2019 What to Look for When Monitoring Retirement Plan Advisers Plan sponsors have a duty to monitor retirement plan advisers, but may be forgetting to request or research certain information.
Benefits | June 14th, 2019 Time for Self-Funded Health Plan Sponsors to Revisit Stop-Loss Insurance As medical and pharmaceutical innovations lead to higher catastrophic health insurance claims, employers with self-funded health plans need to review...
Investing | June 10th, 2019 The Importance of Rebalancing DC Plan Portfolios Once they select the proper asset allocation for their retirement savings, defined contribution (DC) plan participants need to be prodded...
Data and Research | June 4th, 2019 Automation Helps Asset Managers’ DC Plans Outperform While retirement plans offered to the employees of asset managers have benefited strongly from auto-enrollment, investment providers have not fully...
Participants | June 4th, 2019 Aging Global Population Requires a Retirement Rethink As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare...
Benefits | May 29th, 2019 Offering Short-Term Stability to Help Employees Have Long-Term Security The ability to handle short-term financial goals—or shocks—can improve an employee’s ability to save for the future.
Benefits | May 24th, 2019 ESOPs More Valuable Than Just a Retirement Savings Vehicle Employee stock ownership plans (ESOPs) have been shown to provide a higher retirement savings balance than other plan types, and...
Compliance | May 20th, 2019 What to Know About Financial Audits Filed with Form 5500s Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information...
Administration | May 17th, 2019 Driving Cybersecurity with Participants and Providers Plan sponsors should evaluate providers’ cybersecurity practices, but there are also steps they and plan participants can take to safeguard...
Compliance | May 9th, 2019 Third-Party Litigation Funders and ERISA Suits ERISA attorneys say it is not common to see third parties providing financial support to litigants in the retirement plan...
Compliance | May 3rd, 2019 Form 5500 Basics: What Sponsors Need to Know The purpose of Form 5500 is to obtain information regarding plan design and basic plan sponsor information, and the regulatory...
Investing | April 30th, 2019 Providers Look to End the ESG Performance Debate According to Mike Hunstad at NTAM, it may take some time for the retirement industry in the U.S. to fully...
Administration | April 25th, 2019 Recordkeeper Consolidation Creates a Smaller Pool of Plan Sponsor Choices Recordkeeper consolidation is ongoing, but it offers an opportunity for plan sponsors to secure better services and software, and better...
Administration | April 18th, 2019 Risk Transfer Floodgates Hold, For Now Even with the documented acceleration of de-risking activity, Tom McCartan at PGIM Fixed Income notes that less than 1% of...