Administration | May 8th, 2020 COVID-19 Has Put Some PRTs Behind Schedule DB plan sponsors are weighing their options for pension risk transfers and trying to balance what’s best not just for...
Investing | May 6th, 2020 QDIAs the Best Place for Participant Assets During Downturns QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas...
Investing | May 4th, 2020 Current Volatility Shows Weaknesses in TDFs Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and...
Administration | April 30th, 2020 Expect a Rise in Annuity Engagement A different perspective post-COVID-19 will make guaranteed income more attractive to retirement plan sponsors and participants.
Compliance | April 28th, 2020 Multiemployer Plans Urgently Need Help to Avoid Catastrophe Lawmakers and industry groups are pushing for immediate action as the COVID-19 pandemic wreaks havoc on already struggling multiemployer pensions.
Compliance | April 24th, 2020 COVID-19 May Affect Nondiscrimination Testing To avoid failing ADP and ACP testing, industry experts recommend employers utilize mid- or quarter-year projection testing. Doing so can...
Administration | April 20th, 2020 The Rug Has Been Pulled From Under Americans’ Retirement Security The coronavirus pandemic has revealed the fragility of retirement security in our current landscape and sparked conversation about design and...
Administration | April 16th, 2020 Some Employees Must Plan for a Retirement Without Social Security Financial wellness programs and broader use of auto-enrollment in DC plans could help public sector employees who are missing out...
Investing | April 14th, 2020 Past Bear Market Strategies No Comfort for DB Plans Right Now Pension plan consultants are tweaking recommendations for DB plan sponsors during the unprecedented volatility created by the coronavirus pandemic.
Investing | April 9th, 2020 Talking Points to Help Participants Navigate Market Volatility Certain concepts should be communicated clearly to retirement plan participants so they don’t make decisions that may hurt their retirement...
Administration | April 8th, 2020 Ensuring Cybersecurity in a Remote Work Environment Extra measures need to be taken for HR and benefits staff working from home to keep employee and retirement plan...
Investing | April 3rd, 2020 Plan Sponsors Should Be Extra Vigilant During Severe Market Volatility For both DB and DC plan sponsors, fiduciary actions follow a different time frame when there is a sustained market...
Administration | April 1st, 2020 The Math Behind Plan Fee Evaluations Determining whether fees are reasonable for participants requires an additional layer of calculation, and some fee elements and allocations make...
Administration | March 30th, 2020 Introducing Generation Z to Retirement While retirement isn’t achievable for this new clutch of employees for years to come, saving for it is.
Compliance | March 26th, 2020 SECURE Act Eases Paths for DB Plans A new minimum age for in-service withdrawals and permanent nondiscrimination testing relief ease plan sponsors’ ability to keep older employees...