Investing | December 8th, 2020 Is There a Place for ETFs in Retirement Plans? Exchange-traded funds offer benefits for both DB and DC plan investors, and, with advanced technology in recordkeeping systems, sources foresee...
Administration | December 3rd, 2020 Recordkeeper Consolidation Can Be a Good Thing The pool of options may be shrinking, but recordkeepers have to focus on meeting participant and plan sponsor needs to...
Compliance | November 30th, 2020 The Basics of Terminating a DC Plan From updating the plan with statutory amendments to filing the final Form 5500, there are many details to attend to...
Compliance | November 24th, 2020 Effect of the Biden Administration on Health and Retirement Benefits Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back...
Administration | November 20th, 2020 Rules for Retaining Benefit Plan Records Electronic filing is popular, but benefit plan sponsors need to know the rules about what documents can be stored digitally...
Investing | November 18th, 2020 Retirement Plan Investors May Be Looking for Investment Standouts While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider...
Administration | November 17th, 2020 The Difference Between Fee-Based and Fee-Only Advisers It’s important to know how advisers get paid, as well as whether those sources of income could cause a problem...
Administration | November 12th, 2020 Teaching Employees About Taxes in Retirement Understanding how taxation works can help with making the right savings decision and establishing the right distribution strategy.
Administration | November 11th, 2020 Increasing Participant Trust in Retirement Plans and Sponsors Plan sponsors should tout the ways they are helping participants with their plan designs and good governance processes.
Compliance | November 9th, 2020 PEPs Carry Evolving Fiduciary Risks of Their Own The legal complexities that emerge when a single employer operates a retirement plan for its own staff are already immense;...
Compliance | November 9th, 2020 Cybersecurity Risks Still Lurking for Retirement Plan Sponsors A recent federal court decision does not let plan sponsors off the hook, and various state laws may be applied...
Administration | November 2nd, 2020 A Look at Hospital and Health Care System Pensions Health care organizations face an uphill battle financially, but the right strategies for investing and controlling PBGC premiums can help...
Administration | October 27th, 2020 Retirement Planning Needs of Private- and Public-Sector Employees More Similar Than Different Yes, public employees are more likely to have pensions, but some do not get Social Security, and health care costs...
Compliance | October 22nd, 2020 The DOL’s ESG Proposal and DB Plans Defined benefit plan fiduciaries can expand on their evaluations of ESG investments to show they are financially beneficial and not...
Administration | October 20th, 2020 Repositioning Financial Wellness and Retirement Benefits for 2021 Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs...