Insights |

Is 2024 ‘The Year’?

There’s been a great amount of discussion in the industry about generating retirement income and lifetime income streams for participants—and...
Participant Analysis |

Different Age, Different Stage

In plan sponsor discussions about retirement plan participants’ benefits, the tendency is to consider all participants as a homogenous group. Yet, when delving into data such as the...
Rules/Regs |

SECURE 2.0 Fixes Get Drafted

Early this past December, members of the House of Representatives and the Senate issued a discussion draft for the much-anticipated...
Rules/Regs |

More From Washington and the Courts

DOL Information Security Needs Improvement A yearly audit found that information security programs at the Department of Labor contain weaknesses,...
UpFront |

EBSA’s Budget Lags Behind Expenses

While the Department of Labor Employee Benefits Security Administration’s budget has largely been unchanged over the past 10 years, the...
Tidbits |


Higher Ed Could Gain From Researching PEPs   How Employees Could Be ‘Optimal’ Savers Plan sponsors may be able to help improve employees’ retirement savings outcomes by telling...
Feature |

Types of In-Plan Guaranteed Income

In-Plan Fixed Annuity How it worksParticipants, on retiring, pay an insurance company for a single-premium immediate annuity or a deferred income annuity, which stream income for the rest...
Feature |

Retirement Money- Management Confidence

Retirement Money – Management Confidence Almost half of survey respondents ages 50 through 75 are slightly or not at all confident they can manage their own investments throughout...
Investments |

Are You on Track?

Target-date funds have evolved; demographics have changed too.
Investments |

Demographic Shifts

Sponsors seek a mix of TDF products to meet individuals’ needs.
Participants |

Motivating Investment Interest

Sean Bjork of Bjork Asset Management is asked what works to motivate employees to engage in an investment customization process. “It’s almost like going back to the future:...