How Plan Sponsors Can Use Research and Surveys
Data and research from providers and industry groups can help plan sponsors make more informed decisions.
Latest News
Products |
ICMA-RC Enhances Participant and Plan Administrative Portals
A new public website has simpler navigation features, straightforward design, targeted messaging and an increased focus on educational tools.
Tax Reform Bill Could Impact ESOP Deductions
Newly leveraged ESOPs that borrow a large amount relative to their earnings could find their deductible expenses decrease.
Tactical Asset Allocation Can Protect TDFs From Market Disruptions
However, only small portions of TDFs should be designated for tactical asset allocation.
Retirement Industry People Moves
Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires Zenith American; and more.
New EBSA Leader Preston Rutledge Takes Up Trump Agenda
Following news of Preston Rutledge’s approval by the full Senate to head the Employee Benefits Security Administration, several retirement industry advocacy groups voiced their support in short statements.
ERISA Litigation Shows No Sign of Slowing in 2018
Proprietary fund lawsuits are viewed by plaintiffs’ firms as one of the types of excessive fee cases that are likely to get past motions to dismiss; and so...
EBRI Data Delivers Fresh Retirement Health Care Cost Concerns
Retired couples, according to EBRI research, can require up to $370,000 to cover premiums for Medicare Parts B and D, premiums for Medigap Plan F, and out-of-pocket spending...
Products |
Investment Products and Services Launches
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
Tax Bill Impacts Provisions of ERISA Plans
The bill does not impact tax breaks for retirement savings.
CalPERS’ Ongoing Push Into ESG Drives a Healthy Debate
The debate started when the American Council for Capital Formation published a sharply written report alleging that, as the group puts it, “CalPERS has prioritized relatively poor performing...
GASB Issues Implementation Guide for OPEB Reporting Standards
The guide provides answers to questions intended to clarify, explain, or elaborate on the requirements of GASB Statement No. 75, but also addresses a limited number of issues...
Many Investors Plan to Increase Retirement Plan Contributions in 2018
Forty percent plan to increase their deferral rate, up from 24% in 2016.
PBGC Expands Missing Participants Program
Beginning in January, terminating DC plans will have the option of transferring missing participants’ benefits to PBGC instead of establishing an individual retirement account (IRA) at a financial...
Benefits |
Employees Need and Want Benefits Other Than Retirement Plans
Voluntary benefits can help employees better manage financial risks.
Fiduciary Concerns to Know When Debating Managed Accounts
Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.
PBGC Amends Regulation on Allocation of Assets in Single-Employer Plans
A final rule provides a new table for determining expected retirement ages for participants in pension plans undergoing distress or involuntary termination with valuation dates falling in 2018.
Benefits |
Mid-Career Employees Most Likely to Be HSA Spenders
Even among employees who invest their HSA assets, only 17.7% indicate they will save and grow their assets for future health care needs in retirement.
Benefits |
Mercer Suggests Focus Items for Health Benefit Plan Sponsors in 2018
Managing specialty costs and protecting themselves from high-cost claims are two action items suggested by Tracy Watts, with Mercer.
Presenting Managed Accounts as a Service Could Reduce Apprehensions
Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about costs.