Investing | July 2nd, 2020 Improving Participant Outcomes With Custom TDFs Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs to provide greater...
Compliance | June 30th, 2020 DOL ESG Proposal Throws a Cloud Over Prior Guidance The proposed regulation seems to create stricter limits for ESG investing in retirement plans, but experts say it is not...
Benefits | June 29th, 2020 Considerations for Benefit Offerings and Open Enrollment for 2021 Employers must balance costs with increased employee needs, and benefits leaders predict employees will be looking at benefit offerings more...
Administration | June 24th, 2020 Another Risk for Retirement Savings: Divorce Divorced women are especially vulnerable, but targeted messages not just focused on retirement can help.
Administration | June 22nd, 2020 Clearing Up Confusion About Retirement Timing The pandemic may put a wrench in some participants’ plans to retire, but others may be more prepared than they...
Participants | June 18th, 2020 Generations Experience the Effects of COVID-19 Differently Understanding each generation’s attitudes and concerns is key to knowing the right retirement savings education and tools to offer.
Investing | June 15th, 2020 The Role of Stable Value in Each Stage of the Savings Journey Stable value has an important combination of benefits for participants nearing retirement, but it can play a role for participants...
Compliance | June 11th, 2020 Retirement Plan Disclosures Move Into the Digital Age Plan sponsors need to understand requirements in the new DOL rule, including how to ensure cybersecurity, before moving forward.
Benefits | June 8th, 2020 The Scope of Physical Wellness Programs Is Broadening The attention the COVID-19 pandemic has brought to mental and social well-being and the expansion of telemedicine services will transform...
Investing | June 4th, 2020 The Next Evolution in 403(b) Plans: Investments While 403(b) plans have made great strides, lifting restrictions on the types of investments the plans can offer and considering...
Investing | June 1st, 2020 Pandemic Shines a New Light on Climate Change and ESG Investing The COVID-19 crisis is showing plan sponsors how corporate behaviors affect the environment and that encouraging positive ones with investment...
Administration | May 28th, 2020 How to Manage DB Plans Through the Crisis Experts expect the market volatility will continue for an unknown amount of time, so DB plan sponsors must be flexible...
Administration | May 19th, 2020 Advancing DC Plan Design Many features are working to help DC plan participants grow their savings, so it’s time to look at investments for...
Compliance | May 15th, 2020 CARES Act May Help DB Plans Avoid Funding-Based Limitations DB plan sponsors can use help provided in the CARES Act and take other actions to avoid falling into funded...
Compliance | May 13th, 2020 Making Adjustments to Nonqualified Plans Not So Easy During Financial Crises IRC Section 409A governs plan sponsor and participant decisions for nonqualified plans, and the COVID-19 pandemic will make plan design...