Gaining in popularity, managed accounts offer individualized portfolios, but may require some additional education for plan participants
The recent law suits against 403(b) plans seem to argue that they should be mirrors of 401(k) plans—but anyone who works with 403(b)s knows that is not the case.
Managed accounts have continued to evolve and we continue to hear predictions that they can provide an improved investment solution for many
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
Healthcare costs are on the rise
What's new online
Spotlighting industry data from PLANSPONSOR’s proprietary research
Understanding the necessity to plan
How aging impacts financial decisionmaking and what plan sponsors can do to help
Adding an annuity option to a plan is similar to adding any new investment
The research suggests that the discussion needs to shift to spending rather than withdrawal rates
Many participants admitted spending simply too little time thinking about and planning for retirement.
If it allows for investing, anyone giving investment advice will need to enter into a best interest contract (BIC) with the plan sponsor or participant
A study found that Baby Boomers, Generation X and Millennials have the same top three areas where they feel they lack the most knowledge or education
It’s an opportunity to discuss wider changes including retirement planning or other benefits
Whether the issues are complex or mundane, plan sponsors look to ERISA attorneys for support.
How to fix a default when repayments have been missed
Strategies to control the expense continue to emerge
Diversity can pay off … in most cases
What is proper and what is not?
How to define ‘temporary employee’
Are concerns about the exclusion a red herring?
A plan sponsor does adviser due diligence—and finds the unexpected