What Employers Need to Know About HSAs
Experts share eligibility requirements, tax treatment rules and allowable expenses for health savings accounts.
Editors' Picks
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to...
Survey Findings
Both ESG investing and in-plan retirement income solutions are used by fewer than one in eight DC plans, and it is unclear what effect regulatory changes will have on sponsor interest.
Top Stories
Helping Workers Rebuild Their Retirement Savings Post-Pandemic
Plan sponsors should stress the need to save for retirement and allay fears about market volatility, among other things.
Retirement Industry People Moves
Pentegra adds new regional director; director and consulting actuary joins R&M; Reed Smith adds New York-based executive compensation partner; and...
UPenn Agrees to $13M 403(b) Plan Lawsuit Settlement
The newly published text of the settlement agreement and accompanying order include significant non-monetary actions to be undertaken by UPenn.
Latest
Trustee Sued Over Retirement Plan Account Fraud
The lawsuit claims the trustee allowed an unauthorized person to take a distribution from a participant’s account and that the...
Associated Banc-Corp Accused of Self-Dealing in ERISA Lawsuit
Participants have filed a suit alleging the bank used its retirement plan to promote its investment products.
Products |
Investment Product and Service Launches
Franklin Templeton releases research hub; CAVU launches impact investing share classes with Invesco; and Franklin Templeton grows ETF suite.
Compliance Duties and Litigation Risks in 2021
Attorneys review what regulations plan sponsors must adhere to and legal decisions to keep in mind for the new year.
Deciding Whether an Annuity Is Right for Your Plan Participants
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if...
Summary Judgment Denied in BlackRock ERISA Dispute
A district court has rejected dueling summary judgment motions filed by the plaintiffs and defendants in an ERISA self-dealing lawsuit...
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AICPA Provides Resource for Plan Sponsors to Evaluate Partial Plan Terminations
An advisory describes what constitutes a partial plan termination as well as what steps plan sponsors need to take to...
Latest in Research
Latest in Research
2020 DC Survey: Plan Benchmarking
Industry Intelligence Spotlight
PODCAST: The Power Of
Join Fidelity and our guests as we explore the ideas and actions that give us the power to make better decisions about our work, finances, health care, and lives. Our four-episode series, The...
sponsored by Fidelity
Financial ownership: Helping participants move from engagement to actions
Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference
sponsored by Charles Schwab
PLANSPONSOR 2021 Plan Progress Series: Plan Design Trends
Some trends in plan design—automatic features, target-date funds (TDFs)—are likely to continue to be good practice. However, the coronavirus pandemic has uncovered participants’ specific needs and, perhaps, insufficiencies in plan design.
COVID-19 Changes Will Affect EM Investment Opportunities Beyond Technology
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Time to Take Stock
How we got here, and 5 action steps to a more promising...
ERISA Examination
Committees Need a Checkup, Too
It’s prudent for your plan committee to annually review best practices.
Inside Angle
DOL Shifts Course on Proxy Voting
New proposed rule would up the fiduciary requirements.
DB Focus
ESG Across Asset Classes
Most asset managers—though not the DOL—agree with using ESG funds.
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