Investing | March 12th, 2021 Annuities Aren’t the Only Option for Generating Retirement Income Annuity adoption lags, but there are other ways to help retirement plan participants prepare for income in retirement.
Investing | March 10th, 2021 DC Plan Sponsors Should Get Comfortable With Market Volatility There will always be unpredictable times, and just as participants are told to take a long-term view, so should plan...
Benefits | March 8th, 2021 Determining the Success of Financial Wellness Programs Monitoring improvements in employees’ financial lives effectively gauges the success of employer financial wellness programs.
Administration | March 4th, 2021 A Checklist for Retirement Plan Committees Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
Administration | March 1st, 2021 How to Effectively Measure Retirement Plan Success It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics...
Administration | February 25th, 2021 Plan Sponsors Have Fiduciary Duties to Follow During Adviser M&As They should know the right questions to ask as advisory firm merger and acquisition activity continues to increase.
Participants | February 24th, 2021 Ways NQDC Plan Participants Use Their Accounts Section 409A nonqualified plans allow for various payment dates so participants can save for children’s college expenses and other financial...
Administration | February 24th, 2021 Differences Between NQDC Plans Subject to IRC 409A and 457 The nonqualified plans offered to top executives at for-profit companies are subject to different rules than those offered to executives...
Opinions | February 24th, 2021 Considering Say-on-Pay Proposals for NQDC Plan Designs It’s worth examining how shareholders might view the compensation executives receive through NQDC plan designs.
Investing | February 23rd, 2021 Benchmarking Custom TDFs Is Not an Exact Science However, there are methods to create a benchmark, and consultants and investment managers should be able to help.
Administration | February 18th, 2021 Could There Be a Renewed Interest in DB Plans? There are plan designs that decrease the risk and volatility for plan sponsors, and defined benefit plans offer the guaranteed...
Investing | February 17th, 2021 Evaluating ‘To’ vs. ‘Through’ Glide Paths The goal for account balances and participants’ distribution behavior at retirement can help plan sponsors determine which glide path is...
Benefits | February 17th, 2021 Employers Begin to See Long-Term Value of Stock Options Equity compensation has not traditionally been used for retirement savings, but there are ways to incorporate it into employees’ long-term...
Investing | February 11th, 2021 A Review of QDIA Regulations Introduced as part of the Pension Protection Act of 2006, plan sponsors must follow certain rules to get the fiduciary...
Benefits | February 9th, 2021 Retirement Benefits Moving Beyond Just a Retirement Plan Holistic retirement programs, which include financial wellness, health and voluntary benefits, put employees in a better position to reach their...