Tag: Plan Design

Successful Plans Embrace Strategic Thinking

The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large employers with ample resources can have trouble setting goals and knowing how to pursue them.

ERISA Section 404(c): Back to Basics

To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants to view and control their investments; the prescription sounds simple, but it can be confusing in practice.

PLANSPONSOR Defined Contribution Survey Open

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year, but we need your help for it to be a success. Please consider responding by the October 19 deadline.

Distributions Basics Confuse Sponsors and Participants

The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have a lot of places to turn for support when learning about this pressing topic.

District Court Admits Error in ERISA Lawsuit Ruling

The district court’s new decision comes after its previous move denying defendants’ motion for summary judgment against plaintiffs’ claims, which cover a variety of fiduciary breach allegations; a new ruling is now forthcoming. 

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 MEP can offer not-for-profit 403(b) plans.