Beyond Auto-Enrollment: Managed Accounts and Advice
The second in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling employees.
Administration
Sponsors Should Ask for Indemnification in Provider Contracts
Indemnification clauses cover costs when being sued—but don’t eliminate fiduciary responsibilities.
Liability Decrease Drives Increase in Pension Funded Status
Public pensions and foundations and endowments suffered from low returns.
Beyond Auto-Enrollment: Auto-Escalation and Stretched Match
The first in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling employees.
Workplace the Right Place for Financial Education
Participants of a forum identified the workplace as a potentially effective venue for providing financial education and helping individuals improve their financial decisions.
Pension Funded Status Improves in Q215
Pension plan funded status improved from 80.7% in the first quarter to 83.4% at the end of the second quarter, according to Aon Hewitt.
S&P 1500 Pension Deficit Decreased in June
S&P 1500 pension funded status has improved by 10 percentage points since the end of January 2015.
Nuances of 403(b) Plan Investment Menus
The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.
Bond Yields Boost Pension Funded Status in June
The increase in funding was the result of a larger decrease in liability values compared to the decrease in asset values.
Retirement Plan Onboarding for Younger Employees
Ways to get younger employees engaged with the retirement plan—and keep them there.
Introducing Automatic Enrollment to K-12 403(b)s
“In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating officer at AdminPartners.
Addressing Retirement Plan Data Security
Retirement plan sponsors have an additional responsibility to protect participant data.
Best Practices for Reducing Fiduciary Liability Risk
There are a number of steps plan sponsors can take to reduce their fiduciary liability risk.
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Non-ERISA 403(b)s Off the Radar
Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?
Plan Sponsors Should Be Encouraged to Use Auto Features
A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.
Overcoming Plan Sponsor Inertia
It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.
Challenges of Retirement Plans for Union Members
The collective bargaining agreement rules.
What Retirement Plan Committees Should Know and Discuss
Retirement plan committees need knowledge and continuing education about a number of key subjects.
Sponsors Appear Eager to Tackle Plan Problems
An annual study from Vanguard finds many retirement plan sponsors have embraced auto-features and a deeper sense of ownership over participant outcomes.