While plan sponsors really can’t control much in the way of participant behavior they can work with advisers and recordkeepers to encourage participants to consider what they might want their life to look like in the future.
There has been continued industry emphasis on plan and investment fees, with many insiders attributing this to the start of 408(b)2 and 404(a)(5) disclosures and then the subsequent waves...
More employers are bolstering benefits programs to help their workers build a stable financial future. We asked our readers, “What voluntary benefits do you offer, and do you consider...
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 those...
SECURE Act Passes HouseOn May 23, the U.S. House of Representatives passed H.R. 1994, the Setting Every Community Up for Retirement Enhancement Act, commonly referred to as the SECURE...
As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare for an imbalanced workforce.
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 bad...
Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information and how to pick the best auditor.
Stress over financial issues has led many employers to expand programs to create a healthier, more productive workforce. Nearly one-third of respondents to an Employee Benefits Research Institute (EBRI)...
Being eligible for Medicare disqualifies individuals from contributing to an HSA.
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.
Having numerous options, plan sponsors need to make conscious decisions about managing their expenses and policies.
Five hot-button issues plan sponsors need to cover in provider searches.
Running the Fund
Sponsors adapt to the modern 403(b).
How to choose the structure that makes sense for your plan.
July 18th, 2019
Breaking down the DC industry by plan type.
Levels of analysis are used to gauge when to hire or fire a fund manager.
Groups of ‘signals’ help sponsors shape their plan’s liability profile.
Has groupthink distorted this marketplace?
Fiduciaries could ‘pay’ for these services.
A plan sponsor provides a personal touch, plus varied education.