Distributions Basics Confuse Sponsors and Participants
The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have a lot of places to turn for support...
Administration
Taking View of Employee Helps With Wellness Program Engagement
In a webcast sponsored by Benz Communications, the firm’s Engagement Strategist Megan Yost offered tips to better engage individuals in financial and health wellness.
Helping Employees Build Emergency Savings
The term “sidecar savings accounts” has been introduced into the retirement industry’s lexicon, and new legislation has been introduced to allow employers to auto enroll employees into them.
Missing Inaction
What are the rules for locating missing retirement plan participants and what should plan sponsors do when they’re found?
June DB Plan Funded Status Virtually the Same as May
However, firms that track DB funded status report 2% gains for the quarter and up to 6% for the year.
Interest Crediting Rate Used Key to Cash Balance Plan Outcomes
“Plan sponsors that have adopted or moved to market return design structures have reduced or eliminated market and cost volatility from their retirement program while providing participants with...
Administration Basics: What Is a Strategic DB Plan Termination?
Experts with cash balance plan design and administration provider Kravitz define the concept of strategic plan termination—what the pros and cons are, and what an employer’s responsibilities entail...
PSNC 2018: Benchmarking Retirement Readiness
Reviewing a participant’s financial health involves more than just deploying the latest retirement readiness tools.
2018 PLANSPONSOR National Conference Coverage
A recap of presentations and discussions during the 2018 PLANSPONSOR National Conference.
2018 PSNC: Small Plans, Big Results
Creative and cost-efficient strategies to motivate employees at small companies to engage in their retirement plan.
Tax Reform, Other Factors Leading DB Plans to Increase Funding
Nearly two-thirds (62%) of respondents to a survey say they are "very likely" to transfer some or all of their pension obligations to an insurance company once their...
PSNC 2018: Making Sense of Big Data
Retirement plan sponsors have access to a plethora of data that can help them in making plan design and participant education decisions.
PSNC 2018: Fee Considerations
Fee-levelization and zero revenue sharing are the newest trends for retirement plan fees.
PSNC 2018: Developments in Participant Advice
From the recent fiduciary rule hold to modern, advanced technology, panelists examine how participant advice has widely grown in the past years.
PSNC 2018: Pension Risk Transfer Options
DB plan sponsors want to keep control of their plans as they de-risk.
PSNC 2018: Planning for Post-Employment
Retirement plan sponsors have a fiduciary duty to help plan participants who terminate or retire and provide them the tools they need to best protect their assets.
PSNC 2018: The Importance of Educating Investment Committees
Two retirement industry professionals reviewed best practices for investment committee members.
PSNC 2018: Helping Participants Maximize Their Savings Opportunities
Addressing employees’ financial issues can help them free up cash to save for retirement, including long-term health care costs.
PSNC 2018: Rules, Regulations and Other Factors Affecting DB Funding Strategies
A partner at Ivins, Phillips & Barker discusses why defined benefit plan sponsors should consider accelerating their funding—and how to do so.
PSNC 2018: Retirement Industry Leaders Discuss Top Trends
Drew Carrington and Michael Knowling review the 8 most talked about retirement industry topics.