Megan Yost, with Segal Benz, discusses how keeping employees engaged with their retirement benefits helps them get the most out of benefits and feel more financially secure.
Michael Barry, president of O3 Plan Advisory Services LLC, discusses policy issues he hopes to see addressed—most not in the SECURE Act.
James Denison, HealthSavings, discusses how an investment-focused HSA can relieve employees’ stress about future finances, as well as help them save for future medical expenses.
David Levine and Kevin Walsh, with Groom Law Group, Chartered, discuss opportunities—some created by recent legislation—for small business employers to offer retirement plans.
Jay Schmitt, Strategic Benefits Advisors, discusses how plan sponsors can check their plans periodically to make sure they are error-free and in compliance.
Ryan McGlothlin and Michael Clark, with River and Mercantile, say it’s imperative to first understand the nature of future cash requirements to be able to hone in on...
Michael Barry, president of O3 Plan Advisory Services LLC, rates how actions of Congress, regulators and the courts have or have not improved retirement policy.
Michael Clark, with River and Mercantile, describes what DB plan sponsors should do to fulfill their fiduciary responsibilities when implementing a pension risk transfer.
A managed volatility approach can significantly improve target-date funds’ risk and return profile—especially helpful for participants near retirement.
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
A checklist of five things for retirement plan sponsors to consider when choosing target-date funds (TDFs).
Sometimes, with retirement plan litigation settlements, the most telling detail and the true value to participants is in the nonmonetary terms.
Attorneys with Groom Law Group provide an extensive explanation of the IRS’ new guidance on 403(b) plan remedial amendment periods.
Michael Barry, president of O3 Plan Advisory Services LLC, discusses how differing views by courts in various ERISA cases results in no clear guidance.