Investing | January 4th, 2019 Mission-Based Employer Embraces ESG TDFs, In-Plan Income UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education,...
Administration | December 27th, 2018 Progressive Sponsors Will Push Custom Designs, Fee Transparency in 2019 Year-end conversations with recordkeepers suggest plan sponsors are highly focused on improving fee transparency, exploring custom default solutions and strengthening...
Administration | December 24th, 2018 Cash Balance Plans Need Different Administration Systems Than Traditional DB Plans The characteristics of cash balance plans that are similar to defined contribution plans create a need for different technology than...
Compliance | December 19th, 2018 Future Regulation Holds the Key for Lifetime Income Options in DC Plans The safe harbor provision in the Retirement Enhancement and Savings Act would safeguard plan sponsors from liability issues stemming from...
Administration | December 17th, 2018 DB Plan Glide Paths Should Be Dynamic When a glide path is established, it needs to be revisited at least once a year to ensure that the...
Benefits | December 11th, 2018 4% Rule Not a Reliable Retirement Income Withdrawal Strategy for All People A retiree’s investment portfolio is a large factor in determining an optimal, safe withdrawal rate in retirement, but longevity, expected...
Compliance | December 10th, 2018 More Diverse ERISA Litigation Expected in 2019 Reflecting on lessons learned this year, Jamie Fleckner, partner at Goodwin Procter, says cases still are growing more diverse in...
Administration | December 7th, 2018 Small Plans Can See Big Results Sponsors of small DC plans are adopting creative strategies similar to larger plans.
Administration | November 27th, 2018 K-12 403(b) Recordkeeping Requires a Number of Players K-12 public school 403(b) plans haven’t changed as much as plans in other 403(b) market segments—mostly keeping the multiple-provider model—so...
Administration | November 21st, 2018 What Can the Retirement Plan Industry Expect in 2019? Sources say retirement plan sponsors will increase financial wellness efforts, and Congress is at the ready to work on significant...
Administration | October 23rd, 2018 Retirement Planning Isn’t Just About Saving During National Retirement Security Week, industry sources remind plan sponsors that education should include all factors in the realm of...
Investing | October 22nd, 2018 U.S. Demand Grows for ‘Safe ESG’ via Fixed-Income Vehicles There is still not very much discussion in the U.S. about fixed-income investments pursuing ESG themes, according to BlueBay Asset...
Investing | October 18th, 2018 Stable Value Funds Expected to Prevail Despite Short-Term Interest Rates While money market funds may look more appealing in the short run, this is not expected to last.
Administration | October 10th, 2018 Following Retirement Plan Rules When a Part-Time Employee Is Hired Full-Time When a part-time or seasonal employee is hired full-time, past service, plan document provisions and the law are critical to...
Administration | October 1st, 2018 Managing Growing PBGC Premiums How do plan sponsors do that, and have they already taken steps to do so?