Personalized, holistic financial education through various mediums can make up for the one-on-one provider meetings they were used to before the pandemic hit.
A sharp jump in the number of workers who decide to retire early does not bode well actuarially for DB plans, but experts say the pandemic-related exodus is...
Stakeholders take issue with the permissible investments under the PBGC’s interim final rule, among other things, and even if special financial assistance works, it is only a temporary...
Plan sponsors can help participants understand how interest rates and inflation affect lifetime income disclosures to help them avoid panicking and prepare for retirement.
Experts discussed what to evaluate when benchmarking recordkeepers, the differences between an RFI and an RFP and what to ask about cybersecurity processes.
A mix of virtual and in-person education and planning, along with digital tools, is helping meet the needs of K-12 retirement plan sponsors and participants in a hybrid...
'Experience studies’ and certain types of modeling will help plan sponsors find a better balance between assumptions and experience to avoid future cost surprises.
The pension risk transfer trend is expected to continue, though most transactions are implemented by large companies, and transferring pension obligations isn’t right for every plan sponsor.
A better investment mix and increased savings are just two advantages participants who have disengaged with prior plan accounts gain by consolidating them, and plan sponsors can also...
Experts say specific communication strategies can help engage participants and lead to better outcomes.
It’s important to assemble the right people with the right tools to make a retirement plan committee as efficient as it can be.
There are plan design features, communications and investment options that can help participants near retirement stay on track for retirement security.
Now that the worst of the coronavirus pandemic has lifted and work has largely returned to normalcy, so too has retirement plan sponsors’ commitment to finessing plan design.
Today’s recordkeepers, advisers and plan sponsors all view outsourcing as part and parcel of a retirement plan’s day-to-day operations.
Industry experts discussed how to work with providers to ensure success for your plan.
ERISA accounts are created by revenue sharing from funds in a DC plan, and many participant lawsuits have questioned the prudent and fair management of revenue sharing.