Deals and People | October 4th, 2021 Who’s Still Working for You?: American Benefits Council In a series of articles, PLANSPONSOR is checking in with industry groups to see what work they have done, and...
Compliance | September 28th, 2021 Plan Document Restatements Essential to Retirement Plan Compliance As Cycle 3 for retirement plan restatements gets underway, sources discuss the purpose of document restatements and what happens if...
Deals and People | September 27th, 2021 Who’s Still Working for You?: ERIC In a series of articles, PLANSPONSOR is checking in with industry groups to see what work they have done, and...
Benefits | September 10th, 2021 Defined Benefit vs. Defined Contribution: Understanding the Costs of Each There are instances where a DB plan is the more cost-effective option, but experts say the trend of lower DC...
Deals and People | August 25th, 2021 Industry Ripe for Development of Retirement Income Products and Solutions David Blanchett, QMA’s newest managing director and head of retirement research, talks about the growing importance of retirement income solutions...
Administration | August 23rd, 2021 What DC Plan Participants Should Know About Their Own ‘Funded Status’ Plan sponsors can help participants understand how interest rates and inflation affect lifetime income disclosures to help them avoid panicking...
Investing | August 18th, 2021 Climate Change and Benchmarking Risk for Retirement Plans Experts discuss how to conduct climate-change analysis and whether such an inquiry is a fiduciary duty, as forces are aligning...
Administration | August 9th, 2021 Actuarial Assumptions Do Not Affect Actual DB Costs 'Experience studies’ and certain types of modeling will help plan sponsors find a better balance between assumptions and experience to...
Investing | August 2nd, 2021 Considering New Uses for SDBAs Self-directed brokerage accounts could be the answer for meeting participants’ ESG investing desires and maybe guaranteed lifetime income needs.
Administration | July 30th, 2021 Addressing Forgotten Accounts Can Improve Retirement Savings Outcomes A better investment mix and increased savings are just two advantages participants who have disengaged with prior plan accounts gain...
Benefits | July 28th, 2021 2021 Trends in Open Enrollment Decision support is a top focus, and lessons learned from the pandemic are influencing this year’s season as well.
Administration | July 26th, 2021 The Allure of PEPs for Current Plan Sponsors PEPs offer some advantages worth considering even if plan sponsors already have help and think their plans are running fine,...
Benefits | July 21st, 2021 Giving Employees the Financial Wellness Help They Want Offering an array of benefits—addressing both physical and financial wellness—and implementing personalized experiences will set employees up with what they...
Investing | June 22nd, 2021 Company Stock Down, But Not Out The lion’s share of DC assets are in TDFs via QDIAs—but HR execs still view company stock as valuable for...
Administration | June 17th, 2021 Plan Sponsors Should Prudently Manage ERISA Accounts ERISA accounts are created by revenue sharing from funds in a DC plan, and many participant lawsuits have questioned the...