Opinions

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19 pandemic that affect retirement plan sponsors.

Warren Cormier, with the DCIIA Retirement Research Center, discusses how financial wellness programs can evolve to better engage employees and address their present-day realities and concerns.

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19 pandemic that affect retirement plan sponsors.

With the coronavirus relief bill drawing plan sponsors’ attention to their loan policies, it is a good time to consider changes that can help improve retirement outcomes for...

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19 pandemic that affect retirement plan sponsors.

Michael Bird, with Valentine 401(k), discusses how plan sponsors can evaluate 401(k) fees as a way to save money and a way to boost participant retirement savings.

Helen Calvin, with Jellyvision, discusses how to create an open benefits communication strategy that results in more engaged employees.

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19 pandemic that affect retirement plan sponsors.

Michael Barry, president of O3 Plan Advisory Services LLC, discusses repercussions of the COVID-19 pandemic that will affect retirement for Baby Boomers.

Plan sponsors are urged to consider factors other than the short-term financial needs of their employees before adopting new loan or distribution provisions.

Cory Clark, with DALBAR, discusses how to evaluate retirement plan fees with an eye toward success-based compensation.

Nancy Ryerson, with Fern Health, offers predictions about how benefits strategies will need to change to reflect how we operate in a post-COVID-19 world.

Alison Borland, with Alight Solutions, discusses why the firm determined the CARES Act provision allowing larger loans is sub-optimal when compared to the more flexible distribution option.

Plan sponsors that already have an LDI strategy in place may be able to better capture opportunities in the current environment, and for those that don’t, it’s never...

Reminders about the long-term effects of plan leakage on retirement savings could protect retirement plan participants from making harmful decisions.

Michael Barry, president of O3 Plan Advisory Services LLC, contemplates change in the markets and infrastructure brought on by the coronavirus pandemic and what may not—or should not—change...

George White, with Custodia Financial, discusses how retirement plan loan defaults can throw a wrench in retirement savings and what plan sponsors can do to prevent them.

Kate Winget, senior vice president, Gradifi, discusses the data that can empower employers to support solutions for women’s financial wellness.

John Lowell, with October Three Consulting, discusses how a market-based cash balance plan design provides for a less complicated way to hedge liabilities.

Michael Barry, president of O3 Plan Advisory Services LLC, discusses the significance of interest rate risk for 401(k) plan participants and how fund menu options might be enhanced.