Investing | May 10th, 2022 Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Administration | April 27th, 2022 ABCs of RFPs for PEPs Questions to ask when selecting a pooled employer plan provider.
Benefits | April 27th, 2022 Plan Sponsor Considerations for Joining a Pooled Employer Plan Plan design and provider services are some things employers that are considering moving to a PEP should examine.
Administration | April 27th, 2022 More Companies Dive Into Pooled Employer Plans Lower fees, reduced risk and less work are making PEPs increasingly popular among employers.
Compliance | April 25th, 2022 Some New RMD Rules Creating Confusion for Participants and Beneficiaries Retirement plan sponsors cannot give advice, but they’ll likely get questions about distributions from inherited accounts.
Compliance | April 8th, 2022 Defense Attorneys Can Put Up a Fight in Excessive Fee Lawsuits An insurer speaks out about why the majority of excessive recordkeeping fee claims are ‘bogus.’
Investing | March 23rd, 2022 Retirement Plan Participants Need Help With Retirement Income From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.
Investing | March 23rd, 2022 Employers Use SDBAs to Give Employees Choice Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options,...
Administration | March 23rd, 2022 Strategies to Simplify DC Plan Investment Menus Plan sponsors can use a layering approach and white labeling to help defined contribution plan participants select investments.
Data and Research | March 18th, 2022 Understanding Retirement Plan Leakage Triggers and Costs Participants have numerous reasons for taking a pre-retirement distribution.
Administration | March 9th, 2022 PRT Strategies for Active Participants Pension risk transfers could leave a sizeable group of active participants under a plan sponsor’s responsibility, but there are strategies...
Investing | February 23rd, 2022 The Role of Stable Value Funds as QDIAs or Otherwise Though stable value funds might not be appropriate as the qualified default investment alternative for a defined contribution plan, they...
Investing | February 23rd, 2022 Why Have Balanced Funds Been Given the Short Shrift? Their performance only matches that of TDFs for a certain age cohort, but there are other circumstances for which they...
Investing | February 23rd, 2022 QDIA Basics What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for...
Investing | February 22nd, 2022 Considerations for Tweaking the Investment Menu for Older Participants Participants approaching retirement and those who decide to remain in the plan need additional choices and can benefit from assets...