Jen Irwin, senior vice president, Marketing & Strategy at Alegeus, offers suggestions for the optimal design of HRAs.
Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses support for—and some opposition against—providing lifetime income disclosures to DC plan participants.
Thomas White, partner at Rimon Law, discusses how plan sponsors should consider ESG investments following the DOL’s latest guidance.
Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses how the Securities and Exchange Commission’s (SEC)’s broker/investment adviser standard-of-conduct proposal would be necessary to the...
Managing risk factors for the interface between a plan sponsor’s payroll system and retirement plan recordkeeping system can avoid some very costly errors.
In March, the Retirement Enhancement and Savings Act of 2018 (RESA) was introduced in the U.S. Senate. If passed, the bill would reintroduce the pooled employer plan (PEP)—also...
Michael Barry, president of the Plan Advisory Services Group, delves into fee litigation assumptions—and what is wrong with them.
Retirement plan sponsors that take cybersecurity seriously are less likely to see their participants’ assets and personal information affected by a successful cyberattack.
Passive TDFs are not always the safer fiduciary choice and not always the better choice for DC plan investors.
Michael Barry, president of the Plan Advisory Services Group, opines about the most important role of the employer in the employer-sponsored 401(k) plan system.
A distress termination may be a viable option for financially challenged employers that need pension funding relief but want to avoid bankruptcy.
Marcia Wagner, founder of The Wagner Law Group, answers questions about the IRS’ guidance about mortality tables that apply for the purposes of minimum funding for DB plans.
(PLANSPONSOR (b)lines) - What is the difference between a group contract and an individual contract, and why should you care?