Administration | December 27th, 2017 How Plan Sponsors Can Use Research and Surveys Data and research from providers and industry groups can help plan sponsors make more informed decisions.
Investing | December 26th, 2017 Tactical Asset Allocation Can Protect TDFs From Market Disruptions However, only small portions of TDFs should be designated for tactical asset allocation.
Benefits | December 21st, 2017 Employees Need and Want Benefits Other Than Retirement Plans Voluntary benefits can help employees better manage financial risks.
Investing | December 21st, 2017 Fiduciary Concerns to Know When Debating Managed Accounts Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.
Administration | December 20th, 2017 Measuring Employees’ Retirement Readiness Is Imperative for Businesses Obviously, there are effects on a business if employees are unable to retire on time, but there are also effects...
Compliance | December 18th, 2017 Retirement Industry Enthusiasm for New Approaches in 2018 Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive...
Benefits | November 29th, 2017 ACA-Related Executive Orders Could Provide Pros and Cons for Employers Some orders expand health plan options, especially for small employers, while others may mean higher premium costs.
Investing | November 22nd, 2017 Experts Push for Sponsor Courage When Offering In-Plan Lifetime Income DOL leadership has stated explicitly that investments with lifetime income elements can be a prudent investment option in DC plans,...
Compliance | November 22nd, 2017 2017 Year-End Deadlines and Tips for Retirement Plans 2017 happens to be a light year for required plan amendments for retirement plans.
Administration | October 20th, 2017 What Is a True-Up Match? Though not a required contribution, defined contribution (DC) plan sponsors may want to offer a true-up match to help participants...
Administration | October 12th, 2017 Communicating With Terminated and Retired Participants Some communications with terminated participants are required by law, but plan sponsors can take this farther—from offering the opportunity to...
Compliance | October 11th, 2017 The Thrust of Fiduciary Liability Insurance In a world of heightened plan sponsor scrutiny, fiduciary liability insurance can be a powerful tool.
Compliance | October 11th, 2017 Meant to Aid Struggling Multiemployer Plans, MPRA Adds Complications Under the Multiemployer Pension Reform Act, the Treasury must review pension plan applications for benefit suspensions—but the process is proving...
Benefits | October 5th, 2017 Saving on Health Benefit Costs With Self-Insured Plans There is a move among employers to self-insure health benefits, but if employers don’t act like insurers, they are missing...
Investing | October 5th, 2017 A Few Tested Factors Can Explain Most Risks and Returns The rapid move of big data has created many factor-based investment products, but institutional investors need to focus on only...