Opinions

How new legal complaints about voluntary benefits relate to the duties of health care fiduciaries.

McDermott Will & Schulte attorneys lay out why a fundamentally sound and well-documented fiduciary process is key for health plan administration amid rapidly changing fiduciary standards.

Brush up on forfeiture regulations to take advantage of IRS relief in 2025. 

Brookfield Wealth Solutions’ managing partner lays out how insurers can best serve the participant accounts acquired in pension risk transfers.

Amid the clamor over including alternative investments, thoughtful consideration by plan sponsors is essential, writes a J.P. Morgan Asset Management portfolio strategist. 

With legal standards expected to change yet again, plan fiduciaries must await regulatory clarity and continue their diligent evaluation and documentation efforts.

An effective way to turn savings into lifetime income is enabling retiring participants to roll DC assets into an existing DB plan, writes a Goldman Sachs Asset Management...

The rise of fiduciary risk under CAA 2021 and ERISA.

According to the authors of a recently published paper, a lack of awareness—among both firms and their tax preparers—continues to limit take-up of SECURE Act tax credits.

Bringing collective investment trusts to 403(b) participants could generate another $500 million annually in retirement wealth, a Vanguard research executive writes.

A former director of the PBGC writes that it is time for new language and a new approach toward private market assets as retirement plan investments.

Amid growing evidence that hidden fees are embedded in health plans, plan sponsors are required to adopt best practices to identify and manage them, writes a fiduciary consultant.

Charles Schwab’s managing director for retirement plan services shares key insights for plan sponsors and consultants.

Two NEPC executives provide perspective and practical tips on the retirement income landscape.

Exploring factors plan sponsors can review when evaluating lifetime income options.

A strategist for PGIM DC Solutions reviews how including alternatives among defined contribution plan investments can affect retirement outcomes, and what to consider.

By rolling left-behind funds into fee-based safe harbor IRAs, plan sponsors could hurt former employees’ finances and open themselves up to litigation.

How a SECURE 2.0 provision can protect and reinvigorate plan participation, write leaders from the Voya Behavioral Finance Institute for Innovation and Commonwealth.

Experts from the MIT AgeLab explore the financial costs of dementia and how they manifest.

Each pillar is key to building a robust retirement offering that not only meets fiduciary standards but can also help enhance employee satisfaction and retention, writes a Morgan...