PSNC 2021: Washington Update: Your Regulatory and Legislative Questions Answered
Leading ERISA attorneys and retirement plan policy experts discuss what regulations need to be addressed in 2021.
Latest News
PSNC 2021: Fiduciary Mistakes to Avoid
ERISA attorneys advised plan sponsors to shore up their cybersecurity efforts and continue regular benchmarking work.
Company Stock Down, But Not Out
The lion’s share of DC assets are in TDFs via QDIAs—but HR execs still view company stock as valuable for executives and rank-and-file workers.
PSNC 2021: What to Expect From Provider Relationships
Industry experts discussed how to work with providers to ensure success for your plan.
Benefits |
Plan Progress: Building an Effective Financial Wellness Program
The best programs include financial coaching, including one-on-one sessions, and are appealing to employees, experts say.
Retirement Industry People Moves
PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and former Faegre Drinker attorney rejoins firm.
ACA Ruling Signifies Relief for Employers
But future expansions of the law could have plan sponsors reconsidering their benefits offerings, experts say.
Benefits |
Pandemic Has Brought Need for Financial Wellness to a Head
Even before the COVID-19 pandemic hit the U.S. in February 2020, 52% of employees felt stressed, according to a PLANSPONSOR webinar.
DB Plan Sponsors Don’t Have to Fear Investing in Real Assets
They can reduce volatility and provide higher returns than other assets, and cash flow needs can be still be managed while using these generally illiquid investments.
Products |
Investment Product and Service Launches
Dimensional Fund Advisors converts several mutual funds into active ETFs and Investment Metrics launches factor analysis platform.
Plan Sponsors Should Prudently Manage ERISA Accounts
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.
MetLife Actuarial Equivalence ERISA Lawsuit Can Proceed
A district court has ruled that plaintiffs have raised sufficient factual questions to make preliminary dismissal of their challenge inappropriate—though the defense did succeed in striking one count.
Board Defendants Escape ERISA Excessive Fee Lawsuit
Claims in a lawsuit against Konica Minolta were significantly pared down and all claims against the company’s board were dismissed for failure to find it was a fiduciary...
Products |
John Hancock Mobile App Synched Up to Website
In the palm of their hand, users can access their accounts, income projections, goals and advice.
Benefit Plan Fiduciaries and Service Providers Anticipating New Litigation Risks
Experts say COVID-19 could open the door to new a new category of ERISA lawsuits.
The DOL Has Begun Retirement Plan Cybersecurity Audits
Attorneys say the requests plan fiduciaries have received ask for a broad amount of information and documentation, and they urge fiduciaries to act on the DOL’s recent guidance.
Differences Between Safe Harbor and Traditional DC Plans
The primary distinction is that sponsors can design safe harbor plans to avoid having to perform nondiscrimination and top-heavy testing.
Investing Opportunities Created by the Pandemic
Experts discussed how a rise in health care digitalization and increased consumer demand for sustainability could lead to new opportunities.
More Retirement-Related Legislation Introduced
The spate of recent proposals aims to help Americans not only with retirement savings but also with financial wellness issues.
What Advisers Would Like Plan Sponsors to Better Understand
Advisers wish fiduciary responsibilities were more top-of-mind for committees and that sponsors would better define what success means for their plans.