Happy Friday afternoon! It's tax time, and some of our coverage this week offered guidance to employers for helping employees with filing their taxes. In addition, we reported about two pieces of research that suggest the stock market volatility will not affect most participants’ expected retirement date, and wellness program incentives framed as a loss will get more results. Read about these things and more in this edition of PLANSPONSOR Weekend.
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.
The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of investments they need to use to take participants from accumulation to decumulation.
