Magazine Articles

Adding a plan is now easier and more affordable with the tax credits, exemptions and other incentives the act provides.

Question: I work in employee benefits for a health care entity, and I noticed that our 403(b) plan is named XYZ Hospital Tax Deferred Annuity Plan, even in...

A survey suggests a correlation between respondents’ retirement preparedness and accuracy at gauging their gender’s life expectancy.

How to greet your ‘uninvited guests.’

Newly enrolled participants are less apt to ask for ESG funds than many plan sponsors may expect, says a study.

How some recordkeepers are stepping up education, plus adding background safety measures, to guard their plans against cybercrime.

403(b)s and CITs: The Real Story Contrary to the industry’s hopes, expectations and even some early reports, the provision enabling 403(b) plans to invest in collective investment trusts...

Long viewed as less risky and easier to manage than traditional defined contribution plans, cash balance plans have become more...

As the workplace retirement plan industry has grown and evolved over the past three decades, so, too, have the adviser...

Our look back at how plan design, governance, investments, access and more have evolved over these decades.

What the plan sponsor chooses will affect participants’ savings for good or for less than good.

A study says savers may enjoy up to an 8% better retirement income if their target-date fund includes alternative investments.

No longer expecting employees to be skilled investors, the industry now says: Teach them the wisdom of saving, and show...

25 states sue the DOL; the DOL sues a defunct firm; a district court dismisses claims against Microsoft; and more.

SECURE 2.0 provisions could alter how a plan is administered.

As the DOL and Congress keep building on ERISA, fiduciaries must know all the current ‘rules and regs’ that affect...

Thanks to ongoing regulatory initiatives, more employees have more options for retirement saving.

O.C. Tanner, Plan Sponsor of the Year, Corporate 401(k) $50 Million – $1 Billion.

Each ­workforce is different—how plans have changed to accommodate an employer’s unique needs.

Through the decades, sponsors find new strategies to make plan assets grow.