UpFront |March - April 2025 The Amendments Needed for 2024 The IRS 2024 Required Amendments List for Qualified and Section 403(b) Plans, published this past December, includes three pages of...
Feature |March - April 2025 To Cultivate the Best Match How sponsors design their match determines how well savings grow.
Fiduciary Forum |March - April 2025 Who’s on First…? Know who should handle what, fiduciary delegation-wise.
UpFront |March - April 2025 Female Civil Servants Lag Behind When compared with their male colleagues, women in public service jobs expressed more concern about their finances and outliving their...
Rules/Regs |March - April 2025 Finding: First-Class Consideration Went to ESG, Not to Plan Participants A Texas federal court ruled on January 10 that American Airlines Inc. and its employee benefits committee violated their fiduciary...
Insights |March - April 2025 Scare Tactics? Earlier this year, we covered a study released by a consulting firm in which it alleged that, using its proprietary...
Inside Angle |March - April 2025 The DOL Amends Its VFCP Reduced regulation is expected—and expected to have a broad impact.
Portrait of Retiree |March - April 2025 Destination Early Retirement The Dumases knew they’d want to travel so they planned well—ahead.
Rules/Regs |March - April 2025 More From Washington and the Courts Supreme Court Hears Cunningham v. Cornell University The U.S. Supreme Court heard oral arguments in Casey Cunningham et al. v....
UpFront | Ask the Experts: How Wide the Reach of Roth? Question: I realize that Roth contributions are optional, and, thus, a retirement plan may opt to offer only pre-tax deferrals...
Participant Analysis |March - April 2025 Wellness Programs Are Liked by All Recent PLANSPONSOR surveys of plan sponsors and participants provide insight into employer-sponsored financial wellness programs. The 2025 PLANSPONSOR Plan Benchmarking...
Conference Coverage |March - April 2025 PLANSPONSOR Roadmap: SECURE 2.0 Speakers at the 1st event in the PLANSPONSOR Roadmap: SECURE 2.0 series discussed the administrative challenges of implementing the Roth...
Feature |March - April 2025 The Power of the Default Rate An employee’s initial saving rate makes a big difference in outcome.
Tidbits |January - February 2025 Tidbits Social Security COLA for 2025 This year’s Social Security Administration cost of living adjustment to Social Security and Supplemental Security...
Insights |January - February 2025 Framing 2025 Goals Ah, the new year. A time for many people to make resolutions that last, sometimes at best, a few weeks....
Rules/Regs |January - February 2025 More From Washington and the Courts DOL Requests Data for Its ‘Lost and Found’ The Department of Labor’s Employee Benefits Security Administration has started building its...
Portrait of Retiree |January - February 2025 The Sky’s the Limit Bob Flemming rose to the heights in his full-time work and today consults.
Fiduciary Forum |January - February 2025 The Alphabet Soup Gets Even Heartier 3 agencies issue a new final rule—this time for NQTLs per the MHPAEA.
Inside Angle |January - February 2025 Potential Changes in a 2nd Trump Administration Reduced regulation is expected—and expected to have a broad impact.
Rules/Regs |January - February 2025 SCOTUS Says ‘No’ to Reviewing New Petition on ERISA Arbitration The U.S. Supreme Court once again has declined to consider whether complaints under the Employee Retirement Income Security Act may...