Feature
Feature
On Their Own Terms
Plan design can be rejiggered to better engage Millennials.
Issue Intro
Issue Intro
Connectivity
Ideally, saving for retirement is a holistic—and reasoned—process.
Rules/Regs
Rules/Regs
SECURE Act Passes
The new legislation updates and expands on institutional retirement planning law.
Insights |December 2019-January 2020
The SECURE Act Is Here Now
... and in effect, requiring plan sponsors’ compliance.
Rules/Regs |December 2019-January 2020
More From Washington and the Courts
The U.S. Supreme Court (SCOTUS) has reviewed the case of Sulyma v. Intel Corp. Investment Policy Committee, et al. ...
Plan Analysis |December 2019-January 2020
Breaking Ground on Student Debt
Some employers now offer student loan repayment programs as part of their strategy to help workers escape debt.
UpFront |December 2019-January 2020
Participants Should Practice Cyber Self-Defense
Workers need to know they’ve a part to play in defending their account against hackers.
UpFront |December 2019-January 2020
Tidbits
"Equity Compensation Plans Help Fund Retirement," "What Could Happen With Wider Use of State-Run IRAs," "Most Public-Sector Plans Don’t Auto-Enroll," and "‘Over-Stated Retirement Crisis’."
UpFront |December 2019-January 2020
Advisers Need Benchmarking, Too
It may be time to confirm your plan is actually getting the services it needs.
UpFront |December 2019-January 2020
Use of Annuities Is SECURE’d
The new law advances the potential for fixed annuity adoption—including by small plans.
Plan Analysis |October-November 2019
Have Non-ERISA Plans Improved?
From an administrative prospective, a non-Employee Retirement Income Security Act (ERISA) 403(b) plan does not have to provide ERISA-mandated notices. It is also exempt from the filing and...
UpFront |December 2019-January 2020
403(b) Form Fixes, Going Forward
Sponsors of nongovernmental 403(b) plans must now amend their plan within the year they make any discretionary changes.
Survey |
2019 Best in Class DC Providers
DC plan providers are evaluated and rated according to feedback from their own clients.
Investment Focus |December 2019-January 2020
HSA Investment Options
A valuable way to grow savings for health care expenses.
DB Focus |December 2019-January 2020
Steady as It Goes
Cash balance plans have benefits but require monitoring and foresight.
Wellness Strategies |December 2019-January 2020
The Employer Component
Sponsors have various options for contributing to employee wellness.
ERISA Examination |December 2019-January 2020
Monitoring Responsibility
Delegators must periodically review the actions delegates take.
Inside Angle |December 2019-January 2020
A Leap Forward
DOL proposes new electronic disclosure rules.
Executive Summary |December 2019-January 2020
Low Interest Rates—The Downside
How the current environment could hurt participants.
Plan Profile |December 2019-January 2020
Time Is Money for Repaying Student Debt
A sponsor lets workers turn their PTO into loan payments