A properly drafted investment policy statement can offer guidelines and protection for plan sponsors—if it is followed.
Spouses of service members face unique challenges in the workforce, including unemployment and relocations, that can make it difficult to save in retirement plans.
Relationships are important, especially considering the differences between the K-12 403(b) market and other DC plan markets.
While not required by ERISA, attorneys say a committee charter is a best practice that can help a plan run more smoothly—and help fiduciaries avoid litigation and penalties.
Plan sponsors should stress the need to save for retirement and allay fears about market volatility, among other things.
Defined benefit plans that use an LDI strategy faced less volatility over the year, and funded status improvements were helped by gains in risk assets.
Retirement plan experts offer advice to employers that are considering whether they should move to a pooled employer plan or stick with their single-employer plan.
There are several options for changing benefits and shifting costs, and proper communications can help avoid participant backlash.
A strong equity market rally in November gave defined benefit plan funded status a boost, but long-duration fixed income also performed well.
The grocer has withdrawn from a multiemployer pension plan, and a new variable annuity pension plan will provide benefits for future service of Kroger and Stop & Shop...
The future health and political landscape could make a big difference on assumptions used for calculations and defined benefit plan funding policy.
It’s important to know how advisers get paid, as well as whether those sources of income could cause a problem for retirement plan sponsors or participants.