Compliance | July 31st, 2018 Plan Sponsors Shouldn’t Fear Making Settlor Decisions Retirement plan sponsors often fear participant backlash when making decisions that could actually help improve participant outcomes, but the law...
Administration | July 26th, 2018 Distributions Basics Confuse Sponsors and Participants The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have...
Benefits | July 23rd, 2018 The Importance of Helping Caregivers One out of every six workers assists with caregiving, and this can derail their retirement savings; employers have a role...
Administration | July 20th, 2018 Helping Employees Build Emergency Savings The term “sidecar savings accounts” has been introduced into the retirement industry’s lexicon, and new legislation has been introduced to...
Compliance | July 16th, 2018 Sifting Through Retirement Plan Regulations Understanding the hierarchy of regulations and how plan sponsors should interpret seemingly conflicting ones.
Data and Research | July 6th, 2018 NQDC Plan Recordkeeping Market Now a Blend of Expertise and Administration The market has become more blended, with the emergence of “hybrid” organizations capable of delivering on both deep NQDC-specific expertise...
Data and Research | July 2nd, 2018 Recordkeepers Dedicated to Serving 403(b) Plans Are Established Following IRS regulations for 403(b) plans passed in 2007, many vendors (recordkeepers) exited the business.
Data and Research | June 26th, 2018 Recordkeeper Market Caters to All Plan Sizes, but Differently The 2018 PLANSPONSOR Recordkeeping Survey has found smaller plans tend to align with adviser-centric recordkeepers or those supplying core business...
Administration | June 25th, 2018 2018 PLANSPONSOR National Conference Coverage A recap of presentations and discussions during the 2018 PLANSPONSOR National Conference.
Investing | June 22nd, 2018 Plan Sponsors and Participants Must Confront Sequence Risk Target-date funds and defined contribution plans hold more assets now than ever before—putting pressure on plan sponsors to understand all...
Compliance | June 13th, 2018 Fiduciary Responsibilities for DC Plan Loans The DOL views them as plan investments.
Administration | June 4th, 2018 Understanding Roth Conversions What is an in-plan Roth conversion, and what should plan sponsors consider before implementing the feature?
Investing | May 18th, 2018 Is There Any Hope for 403(b)s to Be Able to Use CITs? These lower-cost funds are growing more popular in the 401(k) market, but are not available to most 403(b) plans.
Investing | May 11th, 2018 NTAM Factor Research Leader: Get Paid for the Risk You Take Many institutions have found real success with factor investing and smart-beta, but there are some emerging challenges that investors should...
Administration | May 8th, 2018 Options for Unaffordable Pensions: Funding Waivers and In-Kind Contributions In Part II of a series, Michael Kreps and Mark Carolan of Groom Law Group discuss funding waivers and in-kind...