Fee Variations

Having numerous options, plan sponsors need to make conscious decisions about managing their expenses and policies.

Insights |

Retirement Visualization

While plan sponsors really can’t control much in the way of participant behavior they can work with advisers and recordkeepers...
Industry Analysis |

Revenue Sharing on the Decline?

Revenue sharing allows a plan sponsor to pay all or a portion of retirement plan administrative fees through payments received from the plan’s investment options. Revenue-sharing fees are...
Rules/Regs |

Rules and Regulations

SECURE Act Passes HouseOn May 23, the U.S. House of Representatives passed H.R. 1994, the Setting Every Community Up for...
UpFront |

Talking Points

Health Savings Accounts Grow Source: Devenir The Up-Side of ‘Volatility’ “It’s one of those words that in a strict, technical sense is neutral, but nonetheless it gets a...
UpFront |

Testing Participant Data

Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information...
UpFront |

Tackling Student Loan Debt

Stress over financial issues has led many employers to expand programs to create a healthier, more productive workforce. Nearly one-third...
UpFront |

Hardship Withdrawals Spike

The Bipartisan Budget Act of 2018 makes it easier to draw money directly as a hardship withdrawal without first getting involved in the loan process.
Feature |

Consider This

Five hot-button issues plan sponsors need to cover in provider searches.
Investment Focus |

A Balancing Act

Levels of analysis are used to gauge when to hire or fire a fund manager.