Magazine Articles

Amid widespread concerns about inflation and the rising cost of living, it is not uncommon for older plan participants, or...

Question: I’ve always been frustrated that our fairly small ERISA [Employee Retirement Income Security Act] 403(b) plan has been subject to an expensive annual financial audit, as we...

The Department of Labor recently introduced a proposal that expands who or what is an investment advice fiduciary. Forging the...

The DOL’s recent advisory opinion may yield far-reaching opportunities.

Participants need to prepare for surprise expenses in retirement.

Some of these documents are legally required and should be reviewed.

Hendrick Motorsports, 2018 winner Corporate 401(k) >$50MM – $100MM.

E mployees prioritize and value certain benefits offered by their employers differently based on their age and life stage, according to the 2022 PLANSPONSOR Participant Survey, fielded last...

Many Retirement Savers Face a New Test As of October 1, after a 3 1/2-year break, people with student loan debt had to resume paying it off. An...

Watching every plan expense to achieve the optimal result.

IRS Annual Contribution Limits for DC Plans and IRAs The Internal Revenue Service, November 1, announced the annual contribution limits for qualified defined contribution plans and individual retirement accounts...

Nearly 50 years since the Employee Retirement Income Security Act of 1974 became law, many experts in the retirement industry...

2024 Retirement Plan Administration

Menus must meet fiduciary standards while serving participants’ needs.

Common administrative errors can be easy to miss—here’s how to fix some.

A Plan for Permanence   The Diminishing Trust In the Fund Beneath the Shiny Surface While 94% of employees said they like the concept of guaranteed income for...

How we go about choosing our Best in Class plans each year.

Insurers may have to meet more requirements to be used in a PRT; the IRS reports it will monitor for...

Participants need a plan for optimizing their whole nest egg in retirement.

A founding partner in the Portability Services Network explains the mechanics of plan-to-plan account transfers.