Investing | March 7th, 2019 Responsible Approaches to Tactically Managing TDFs Target-date fund (TDF) providers use tactical strategies to support goals of the funds’ glide paths, but responding to a report...
Compliance | March 4th, 2019 How Open MEPs Could Change the Retirement Plan Market Not immediately, but over time, with passage of open MEP legislation, plan sponsors will see a change in service delivery,...
Investing | February 22nd, 2019 Pension Experts Urge LDI Considerations, Stress Tests in 2019 Pension plan sponsors can avoid giving back recent gains in funded status if and when another recession strikes by implementing...
Administration | February 20th, 2019 DC Plan Averages Don’t Tell the Whole Story It’s important to know how different employee groups are benefitting from a defined contribution (DC) plan so unique issues can...
Administration | February 14th, 2019 Ensuring a Clean Recordkeeper Conversion There are steps retirement plan sponsors can take before converting to a new recordkeeper to minimize any “clean up” afterwards;...
Investing | February 11th, 2019 What Baby Boomers Can Do When Market Volatility Hits Near Retirement Experts weigh in on how to balance a near retirement future with instability in the market.
Investing | February 8th, 2019 How and When to Encourage Use of Managed Accounts While some defined contribution (DC) plan participants may choose to invest in a managed account, there may be others who...
Compliance | February 6th, 2019 Will Changes to Hardship Withdrawal Rules Lead to More Plan Leakage? Some industry sources believe the availability of more funds for hardship withdrawals and the elimination of the requirement to first...
Investing | February 1st, 2019 Gen Xers Need a New Focus for Saving and Investing Amid Market Volatility How the middle generation can protect retirement assets, even with the consequences of market volatility.
Investing | January 30th, 2019 DC Plan Sponsors Slow to Adopt Hybrid QDIAs Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t...
Compliance | January 28th, 2019 Nondiscrimination Testing Part II: Test Methods and Corrections Retirement plan sponsors need to understand what nondiscrimination tests compare and how to correct failed tests.
Investing | January 25th, 2019 The Effect of Market Volatility on Millennials’ Retirement Savings Millennials need to understand their longer investing time horizon allows them to handle more market risk and even provides certain...
Administration | January 22nd, 2019 Updating Loan Policies to Discourage Participants from Taking Plan Loans Changes to maximum loan amounts and number of loans, as well as the imposition of fees and higher interest rates...
Compliance | January 18th, 2019 Nondiscrimination Testing Part I: Required Testing and Due Dates Sponsors of all retirement plan types need to know what nondiscrimination testing is required for their plan and what information...
Compliance | January 16th, 2019 2019 Could Be Banner Year for ESG in ERISA Plans Plan sponsors voice concern about a lack of uniform ESG data reporting and lingering regulatory uncertainty—but more and more continue...