Magazine Articles

Managing the growing expense of liability coverage.

Annuities on a Roll Q2 broke a record for annuity sales, which rose 22% to $77.5 billion. This topped the products’ last best quarter—Q4 2008, in the Great...

How to prompt employees to engage with the plan.

Give participants the digital resources to engage with their account.

Adding DC plan options to your annual offerings could up plan engagement.

Many U.S. workers fall short of saving to the IRS’ allowed maximum contribution amount.

Probe into the Pennsylvania Public School Employees Retirement System ends; the IRS lengthens several deadlines for sponsors to amend their plans; a private letter ruling lets one firm...

The practice has its trade-offs—what is best for a particular sponsor’s plan?

Teach employees about medical costs along with their plan savings account, in retirement.

Based on projected greater longevity, plan participants may take smaller required minimum distributions.

Sponsors increasingly eye private real estate, but there are some inhibitors they need to watch out for.

Today’s inflationary economy may point up a need to consider lifetime income products for the plan.

The platform upgrade includes, for instance, a choice of mutual funds, a call center, an electronic withdrawal/deposit feature and an...

Committee members may want to get ahead of some plan changes.

The instrumental role an adviser can perform to support plan sponsors.

Anticipated retirement legislation may soon be a reality.

Cryptocurrency concerns cause committee consternation.

The new BNPL programs could further erode some participants’ financial wellness.

Good Value When their plan has a dedicated financial adviser, plans sponsors say… The adviser provides support when employees have questions. It’s worth the cost. 95% 92% The...

Plan sponsors will have time to check for and address plan violations, pre-audit.