Where They Are
Engagement is still a word discussed quite frequently.
Of the three qualified default investment alternative (QDIA) options, only managed accounts...
Optional Plan Amendments?
More than half of those who responded have executed a plan amendment...
A Break from the Grind
Quotes, survey statistics and musing to use in employee communications, or just for a break from the grind.
Analyze This |
The Influence of Plan Advisers
Plans with an adviser are more likely to operate in alignment with fiduciary best practices, among other things.
Washington Update |
Rules & Regulations
Summaries of the latest news from Washington and the courts—what's coming, what's contemplated and what's critical for plan sponsors to know.
The Best Fit
Why, statistically, TDFs are the most common QDIA
Health Care on a Budget
The impact medical costs will have in retirement.
Carrot and Stick
Incentives boost financial wellness success.
Investment Options and HSAs
As of 2004, account owners can invest in mutual funds and other vehicles, as they would in a 401(k) plan.
Keep Calm and Carry On
Managing participants' reactions to volatility
Public pensions see the potential in "auto" transactions
Surge in Cash Balance Plans
What's driving their popularity?
Giving Employees A Voice
How do employees want to learn about retirement and how much risk will they take?
Can K-12 403(b)s Find A Balance?
There's been a tug of war over the best plan design
Social Security Misconceptions
How plan sponsors can assist
Lower Expense Ratios
In 2014, the average expense ratio for equity mutual funds offered in the U.S. was 1.33%, but 401(k) plan participants who invested in equity mutual funds paid less...
2015 PLANSPONSOR Managed Account Buyer’s Guide
Managed accounts tailor portfolios to the needs of individual participants
Total Benefits |
Using data to predict participant retirement success
PS Coach |
Review each point to help ensure you're meeting plan obligations
Money Market Reform
Plan sponsors are misinterpreting the rule amendments
403(b) Smarts |
403(B) Questions, Answered
Nondiscrimination testing; annuity confusion; Roth accounts
DB Focus |
How pension risk transfer can fulfill benefit obligations to participants
Second Opinions |
ACA 40% Excise Tax
Approaches the Treasury and IRS are considering with regard to implementation of the tax
Done Deal |
This plan sponsor boosted employees’ retirement confidence
Barry's Pickings |
PBGC Policy Proposals
4 challenges, 3 solutions and a change in policymakinng
Saxon Angle |
Verizon’s Strategy Blessed
Transferring plan liabilities to an annuity provider
Just Out of Reish |
Key Changes Ahead
Implementation of money market fund regulations