Magazine Articles

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.

Charting a course for your plan design and administration by reflecting on industry standards.

Increased litigation leads plan sponsors to take a defensive stance in monitoring and evaluating fees.

Leveraging fund managers between a DB and a DC plan

Baby Boomers and Millennials are the two age groups most frequently considered by retirement industry research, but an increasing number of experts have stressed that Generation X, also...

Plan sponsors should be aware of solutions available to participants

Roth conversion eligibility; deferring time-off pay to a 457 plan; union-to-nonunion benefits eligibility; ERISA church plan?

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

While many studies report about the burden of student loan debt on Millennials and how this may influence what they save for retirement, an Aon Hewitt study found...

Offsetting health care’s bite on retirement income

Protecting funding strategies should remain a plan sponsor’s mantra

Who should participate?

Will your vote affect the value of the plan’s investment?

The majority of public pension plans made several reforms following the financial crisis. A December brief by the Center for State and Local Government Excellence examines how, why...

Art by Jenn Liv Health savings accounts (HSAs) got their start with the passage of the Medicare Modernization Act in 2003, says John Park, chief strategy officer at...

Although the Hispanic population is relatively young, the number of Hispanics ages 65 and older is expected to surge in coming decades. Census Bureau projections indicate that the...

If you have changes you’ve been considering but haven’t implemented yet, why not?

Have you used such a tool, did you believe the results or take them seriously, and how did the results make you feel?

The DCIIA suggests that, while investors utilize ESG and SRI to receive the emotional benefits, they do not necessarily sacrifice returns

Forgoing benchmarking can lead to potential trouble