In-Depth

Data shows passive U.S. equity assets have passed active U.S. equity assets, but there are pros for each and retirement...

Today’s workforces are becoming more diverse both generationally and culturally, and retirement plan committees should match this trend to add...

Not all “retirees” want to stay home and kick their feet up—some are continuing work or starting new ventures. Does...

General education is helpful, but getting personal will help employees establish a plan for income in retirement.

What options do participants have when a natural disaster affects them, and are there steps plan sponsors can take to...

A report from Schwab found self-directed brokerage accounts can result in good outcomes, but a brokerage window is not for...

It’s time for many plan sponsors to determine what rate they will use to calculate unfunded vested benefits, and they...

Safe harbor provisions protect employers from liability. That’s one good reason to understand them.

The effect of the 9th Circuit decision on ERISA lawsuits is uncertain, and arbitration is not the perfect option plan...

NQDC plan sponsors must understand Section 409A rules to avoid unintended tax consequences and, possibly, participant lawsuits.

Yet, aside from keeping themselves healthy, they need to realize that with increasing longevity, retirees are no longer considered short-term...

Lawsuits have led to confusion about which direction retirement plan sponsors should go when choosing a capital preservation fund for...

Whether or not it’s by issuing an RFP, sources agree that plan sponsors whose recordkeeper is being acquired or merged...

The sentiment for ESG investing is positive among all generations though their actions in retirement plans don’t show it. How...

Paying off student loan debt helps employees be able to save for retirement—some benefits allow for both at the same...