Panelists at the 2019 PLANSPONSOR National Conference discussed the risk-reduction and performance benefits that ESG can bring and that certain challenges associated with the use of CITs by...
Good candidates for outsourcing include plan sponsors who want to spend more time focused on plan design innovation and tracking outcomes of investment management and administrative oversight.
Having processes in place and following published Department of Labor (DOL) guidance are a couple of things plan sponsors can do to be prepared for an audit.
Utilizing health savings accounts (HSAs) to save for health care expenses in retirement is a balancing act, as inevitably there will be a time to spend, and participants...
Speakers on a panel at the 2019 PLANSPONSOR National Conference offered new ideas for reducing leakage from defined contribution (DC) retirement plans.
FlexPrecision is low-cost and simplifies operations while providing access to well-known investment funds with LeafHouse 3(38) fiduciary investment manager protection.
Once they select the proper asset allocation for their retirement savings, defined contribution (DC) plan participants need to be prodded to rebalance their portfolios regularly to maintain the...
The firm says plan sponsors in the smaller end of the market are underserved, and believes the expansion will lead to better fiduciary options and resources.
Rea & Associates adds new plan audit services director; Ascensus acquires TPA firm for FuturePlan platform; and Ameritas adds series of vice president positions.
A self-professed “ERISA nerd” looks beyond the rules and regulations to ask what plan sponsors can do to promote genuine engagement in the participant population.
The growing landscape of decumulation solutions includes in-plan insurance products, managed payout funds, managed accounts, out-of-plan annuity windows and more.
The products are designed to meet the demand for multifactor strategies in retirement plans by offering investors access to investment approaches that Hartford Funds offers only through exchange-traded...
The initiatives build on the Securities and Exchange Commission's (SEC’s) past efforts and focus additional enforcement and investor education on these groups.
Recipients of the 2019 PLANSPONSOR Retirement Plan Sponsor of the Year award talk in detail about their award-winning plans—about what it takes to build and then maintain a...