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| Benefits & Administration |
| Retirement Plan Exchanges for 403(b)s |
| Speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference, Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed multiple employer plan (MEP) can offer not-for-profit 403(b) plans.Read more > |
| HSA Plan Sponsor Recipe for Success |
| Sara Caddy, benefits manager at Dimensional Fund Advisors, which won an Eddy Award for HSA usage, overall participation and communication strategy, shared its recipe for success.Read more > |
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| From the Magazine |
| Lost and Not Found |
| Most plan fiduciaries would reasonably expect that having at least some missing participants was inevitable and that, provided that reasonable procedures were in place to locate such people, plan fiduciaries could satisfy their obligations under the Employee Retirement Income Security Act (ERISA) and move on to the next of many issues on their list. However, over the last several years, plan fiduciaries across the country have begun experiencing the shared dread of opening their mail to find a notice of investigation from the Department of Labor (DOL) inquiring about procedures for locating missing participants.Read more > |
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| Products, Deals and People |
| Investment Products and Services Launches |
| Russell Investments Presents New ESG Score Framework; Merrill Lynch Reveals New ESG Portfolios; EDHEC-Risk Institute Reexamines Retirement Products; and more.Read more > |
