Investing | September 27th, 2018 Trade War Effects on Retirement Plans What plan sponsors should consider as trade wars intensify.
Compliance | September 24th, 2018 ERISA Section 404(c): Back to Basics To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants...
Participants | September 21st, 2018 The Perils of Ignoring Participant Complaints If a plan sponsor fails to respond, they could face a civil and/or DOL lawsuit
Investing | September 21st, 2018 How to Talk Through Volatility with Plan Participants It is also important to keep participants’ eyes on the longer term, says Frank Pape, director of consulting services at...
Administration | September 10th, 2018 Demand Growing for OCIO and PRT Services Greg Calnon, with Goldman Sachs Asset Management, discusses how outsourced chief investment officer solutions are moving into the DC plan...
Investing | August 31st, 2018 Return on Investments, Mortality and Insurer Expenses Key Factors in Pricing Annuities Whether looking to provide in-plan guaranteed income solutions for a DC plan or looking for an annuity to purchase for...
Investing | August 30th, 2018 Participants Need to Understand Market Cycles The record bull market may cause retirement plan participants to be overly confident, but they need to understand market cycles...
Compliance | August 24th, 2018 Will Strong Support for RESA Remain After Mid-Terms? Although Senator Orrin Hatch, champion of the Retirement Enhancement and Savings Act, is retiring in January, there is still much...
Data and Research | August 23rd, 2018 Missing Retirement Plan Participants Fare Better Than Those Who Cash Out Despite intense DOL activity surrounding missing retirement plan participants, at least those participants’ retirement savings are preserved, say executives at...
Administration | August 21st, 2018 Why Is It Recommended to Save 15%? Most retirement experts currently recommend saving 15% of annual income. “There is mathematical backing to what we suggest,” says Roger...
Administration | August 16th, 2018 Do You Have What It Takes to Obtain Fiduciary Insurance? When assessing whether or not to take on a sponsor as a client, the insurers “have really sharpened their pencils,”...
Administration | August 15th, 2018 Leveling the Playing Field for Participant Fees Making participant plan fees more equitable.
Benefits | August 14th, 2018 Meaningful Education Needed Before Open Enrollment Education about benefits should be simple and personalized, and with the recent focus on HSAs as a way to save...
Compliance | August 8th, 2018 All 403(b) Plan Sponsors Should Focus on Document Remedial Amendment Period 403(b) plan sponsors have until March 31, 2020, to adopt a pre-approved plan document and to make sure their plan...
Compliance | August 6th, 2018 Pace of EBSA Settlements and Plan Corrections Is Strong “On the retirement side, again, there is a strong focus on missing participants, and EBSA is diving incredibly deep," says...