Magazine Articles

Concern for retirement income planning will shape industry actions.

Both parties and the business community support ‘retirement income’.

How to make sense of fees—and fee disclosures—to ensure the plan’s costs are reasonable.

Adopting of the 2024 provisions is still greatly ‘wait and see’.

Increased availability of data helps sponsors personalize portfolios.

This story has been updated for the magazine. The original can be found here: “A Guide to Buying and Maintaining...

Plan security relies on the vetting of 3rd-party providers.

More than half of all peak Baby Boomers—those born 1959 through 1964—have assets of $250,000 or less so will likely...

The Supreme Court's ruling in Cunningham v. Cornell will determine how the courts treat prohibited transaction pleadings.

How some exceptional plan sponsors are improving their workers’ ­financial health.

A view of the trends and advances that mattered most this year.

Using 401(k) plan forfeitures to offset employer matching contributions has been a long-standing practice permitted by U.S. regulators. But a...

The dates that plan sponsors cannot miss next year

The continuing decline in the number and quality of defined benefit pension plans in the U.S. is not only disproportionately...

As more plan sponsors consider incorporating lifetime income options into their retirement offerings—and more such options come to market—these sponsors...

With a growing incentive to invest in private markets, public pension funds have shifted their asset allocations dramatically over the...

Both company and public plan committees need diversity, good education.

The IRS speaks to matching student loan payments through the plan.

Do SECURE 2.0 distribution rules apply to all IRA rollovers from the SIMPLE IRA plan or only for participants who...

Even with the fees, a 401(k) is a good investment for participant savings.