Going Mobile with Retirement Plans
More participants are looking to their phones to learn about retirement plans and saving.
Administration
Financial Wellness Programs Can Carry a Stigma
Employees want help with overall financial wellness, but bad vibes could prevent them from participating in employer programs.
SOA Updates Mortality Improvement Scale
SOA says the update will ensure pension plan actuaries have the most up-to-date information available.
Is Company Stock a Liability to Your Retirement Plan?
Steps you can take to help safeguard your plan and participants.
Pension Funded Status Worsens in Q315
Pension plan funded status tumbled, from 83.4% in the second quarter to 78.7% at the end of the third quarter, according to Aon Hewitt.
September Pounded Pensions with Continued Negative Returns
The aggregate funded ratio for U.S. corporate pension plans decreased 2%.
Pension Plans Took a Beating in September
Institutional investors of all types faced another difficult month.
Peace of Mind Tops Reasons for Outsourcing Payroll
Nearly six in 10 small business owners are administering payroll on their own.
Teamsters Plan Asks for Benefit Reductions Under MPRA
An actuary report says the Central States plan is projected to become insolvent in 2026.
September Was Not Kind to Pensions
The estimated aggregate funding level of S&P 500 pensions dropped 2% during September.
Why Participation Is Low in K-12 403(b) Plans
Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’ inability to save more.
Recordkeeper/Adviser Partners Key for Plan Success
Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor...
Reconsidering Age-Based Communication Strategies
Experts suggested a DC plan participant’s age should impact the content of communications, but not necessarily the form.
Participant Distribution Decisions Have Implications for Plan Design
A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date funds and retirement income programs.
Considerations When Facing a Short Plan Year
A plan-year reset doesn’t have to be a problem for retirement plan sponsors, as long as they plan it carefully.
Stacking Up: Who Offers the Best Retirement Plans?
Are certain industries more focused on winning the benefits game, and if so, why?
Milliman Finds Pension Funding Slips in August
Assets in the 100 largest U.S. corporate pension plans fell $42 billion during the rocky equities market.
New School Year: Time to Educate Educators About Saving
The beginning of the school year is a great time to get public school employees on track for a secure retirement.
Provider Changes Can Pose Records Retention Issues
Retirement plan sponsors should understand their rights and ability to access past records after a change in recordkeeper or TPA.
Do Retirement Plan Sponsors Need a Policy for Education?
Retirement plan sponsors need a strategy for education, but an actual policy statement may not be needed.