Administration | June 14th, 2021 What Advisers Would Like Plan Sponsors to Better Understand Advisers wish fiduciary responsibilities were more top-of-mind for committees and that sponsors would better define what success means for their...
Compliance | June 11th, 2021 Rush of Litigation Against Retirement Plans Expected to Continue One insurer says the more than $1 billion in settlements thus far could make fiduciary insurance a thing of the...
Investing | June 8th, 2021 Essential Considerations for DC Plan Investment Lineups The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of...
Investing | June 1st, 2021 Worrying About Inflation’s Effect on Your Pension Finances? Don’t. Experts says they don’t expect a long run of inflation, and it might be making your plan less expensive.
Benefits | May 25th, 2021 The Future of Public DC Programs Includes a Focus on Financial Wellness The pandemic and new data are highlighting the need for more financial wellness help, as well as assistance with asset...
Benefits | May 18th, 2021 What a Year Without Retirement Savings Can Do to Participant Outcomes Scenarios show what a break in savings, as well as distributions and loans, can do to a participant’s retirement account...
Investing | April 16th, 2021 The Benefits of Stable Value Funds for Plan Participants Stable value is touted as helping near-retirees manage sequence risk, should they have the misfortune of retiring into a downturn,...
Administration | April 15th, 2021 Questions Sponsors Need to Ask When Hiring a 3(38) Fiduciary DC plan sponsors should examine a potential investment manager’s approach to governance as well as investing, and they should review...
Compliance | April 13th, 2021 Potential Pitfalls in Union Pension Relief Program The relief included in the latest stimulus program is a major win for stressed union pensions, but sources say there...
Investing | April 13th, 2021 What DB Plans Can Learn From Endowment Investing Alternative investments and private assets might help defined benefit plans diversify and generate more returns.
Compliance | April 9th, 2021 Interpreting Prudence and Loyalty Under ERISA ERISA attorneys explain the meaning behind both terms and what plan fiduciaries can do to meet the requirements.
Investing | April 8th, 2021 What to Know Before Adding an SDBA to Your Plan Self-directed brokerage accounts offer a multitude of options to the hands-on investor, but there are pros and cons of allowing...
Investing | April 5th, 2021 In the Future, the Bias Will Likely Be for Annuities For now, sources say there needs to be more education and a change of thought to help 401(k) plan sponsors...
Investing | April 1st, 2021 Asset Managers: Financial Factors Are Important Part of ESG Investment Selection Investments should rank well on both financial and ESG metrics, and plan sponsors should know how their asset managers approach...
Compliance | March 17th, 2021 How This Year’s Plan Financial Audit Could Be Different Auditors might be reviewing more transactions and processes, and they’ll need more time to handle audits remotely.