Opinions

Michael Barry, president of O3 Plan Advisory Services LLC, discusses why he thinks the DOL’s new proposed fiduciary rule is inadequate.

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 and health plan sponsors.

Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), discusses considerations for including alternative investments in DC plans.

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 and health plan sponsors.

Michael Barry, president of O3 Plan Advisory Services LLC, offers his thoughts on the DOL’s proposal to ban ESG-centric funds from DC plan QDIAs—and suggests a middle ground.

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 and health plan sponsors.

Zvi Bodie, PhD, with Bodie Associates, and Tim Kohn, with Dimensional Fund Advisors, discuss why DC plan sponsors should focus on retirement income and how TDFs can do...

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 and health plan sponsors.

Kim Buckey, with DirectPath, discusses generational preferences in health and voluntary benefits and how the COVID-19 pandemic has influenced benefit offerings.

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 and health plan sponsors.

Tom Cassara and Michael Clark, with River and Mercantile, discuss why pension plan sponsors should pay attention to liquidity and how they may do so.

Richard Hudson, with First Actuarial Consulting, discusses a new DB plan design that addresses single-employer plan sponsors’ concerns about maintaining a DB plan and switching to a DC...

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 and health plan sponsors.

Michael Barry, president of O3 Plan Advisory Services LLC, discusses the risk of needing long-term care in retirement and whether there is a solution to prevent its potentially...

Elizabeth Woodburn, with Buck, describes what elements DC plan sponsors may consider including in participant communications during the COVID-19 pandemic.

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.