In-Depth

How the middle generation can protect retirement assets, even with the consequences of market volatility.

Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t...

Retirement plan sponsors need to understand what nondiscrimination tests compare and how to correct failed tests.

Millennials need to understand their longer investing time horizon allows them to handle more market risk and even provides certain...

Changes to maximum loan amounts and number of loans, as well as the imposition of fees and higher interest rates...

Sponsors of all retirement plan types need to know what nondiscrimination testing is required for their plan and what information...

Plan sponsors voice concern about a lack of uniform ESG data reporting and lingering regulatory uncertainty—but more and more continue...

UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education,...

Year-end conversations with recordkeepers suggest plan sponsors are highly focused on improving fee transparency, exploring custom default solutions and strengthening...

The characteristics of cash balance plans that are similar to defined contribution plans create a need for different technology than...

The safe harbor provision in the Retirement Enhancement and Savings Act would safeguard plan sponsors from liability issues stemming from...

When a glide path is established, it needs to be revisited at least once a year to ensure that the...

A retiree’s investment portfolio is a large factor in determining an optimal, safe withdrawal rate in retirement, but longevity, expected...

Reflecting on lessons learned this year, Jamie Fleckner, partner at Goodwin Procter, says cases still are growing more diverse in...

Sponsors of small DC plans are adopting creative strategies similar to larger plans.