Magazine Articles

Employer matches are often touted as "free money," but long vesting schedules hardly treat them as such.

In general, plans may not cash out active employees, although there are exceptions.

A more formal planning approach may be helpful to employees.

How to stop participants from draining their retirement savings.

Plan sponsors have several options for offering sustainable investments.

Student loan benefit programs are rare, but they may be on the rise.

Both employers and participants will discover benefits.

Much more than just ‘auto’-features go into building a Best in Class plan

A Stellar Year for DB Fund Status “Our models show that funded status improved by more than 7% over fiscal year 2021. This was driven by increases in...

Juggling Short- and Long-Term Financial Priorities Some retirement plan professionals believe employees should have their day-to-day financial lives in order before they save for retirement, and others think...

How to craft multilingual plan materials to draw in each participant.

School is in session, but class actions may be ‘out.’

The DOL is back in court over the investment advice fiduciary definition.

Plan sponsors might find their workers want better financial benefits, as at least one recent survey suggests.

Plan sponsors need to make wise choices when it comes to investments—and it doesn’t hurt to get some help.

With a greater sense of the value of their plan to participants post-retirement, sponsors increasingly add features reminiscent of pension...

Fraudulent hardship withdrawal case will proceed; the Department of Labor seeks comments on possible climate change risk to retirement savings; the DOL speaks to brokerage windows only; and...

A concierge-style wellness program is introduced to engage participants.

Keys to designing an effective—customized—financial wellness program.

The strategy has grown increasingly viable for use in DC plans.