Administration | June 25th, 2018 2018 PLANSPONSOR National Conference Coverage A recap of presentations and discussions during the 2018 PLANSPONSOR National Conference.
Investing | June 22nd, 2018 Plan Sponsors and Participants Must Confront Sequence Risk Target-date funds and defined contribution plans hold more assets now than ever before—putting pressure on plan sponsors to understand all...
Compliance | June 13th, 2018 Fiduciary Responsibilities for DC Plan Loans The DOL views them as plan investments.
Administration | June 4th, 2018 Understanding Roth Conversions What is an in-plan Roth conversion, and what should plan sponsors consider before implementing the feature?
Investing | May 18th, 2018 Is There Any Hope for 403(b)s to Be Able to Use CITs? These lower-cost funds are growing more popular in the 401(k) market, but are not available to most 403(b) plans.
Investing | May 11th, 2018 NTAM Factor Research Leader: Get Paid for the Risk You Take Many institutions have found real success with factor investing and smart-beta, but there are some emerging challenges that investors should...
Administration | May 8th, 2018 Options for Unaffordable Pensions: Funding Waivers and In-Kind Contributions In Part II of a series, Michael Kreps and Mark Carolan of Groom Law Group discuss funding waivers and in-kind...
Participants | May 7th, 2018 Income Taxes Follow Participants Into Retirement Near-retirees broadly worry about future health care costs, the impact of inflation and market downturns—but relatively few are tackling the...
Compliance | April 16th, 2018 New Conflict-of-Interest Proposal Expected from SEC As the Department of Labor (DOL) fiduciary rule process appears destined for defeat, experts speculate about the possibility that the...
Investing | April 11th, 2018 The Benefits of the OCIO Model Shifting responsibility of investment decision making to a discretionary manager offers a host of benefits to defined benefit plan and...
Administration | April 6th, 2018 Roth Accounts: A Different Type of Retirement Savings Diversification Just as people diversify their investments, the Roth option is viewed as a way to diversify the tax treatment of...
Administration | March 27th, 2018 Maintaining a Top Notch Call Center In an age where technology rules, call centers are still an important tool for those wanting a more personal experience.
Administration | March 21st, 2018 Retirement Program Designs of the Future: Beyond Automatic Plan Features As retirement plan sponsors focus on increasing retirement income replacement ratios for participants and new generations enter the workforce, they...
Benefits | March 16th, 2018 One-Size-Fits-All Financial Education Missing the Mark Programs need to be individualized and include financial coaching.
Administration | March 15th, 2018 PGIM DC Leader Urges Aggressive Plan Design, Sponsor Courage Drawing insights from across the entire Prudential Financial organization, Josh Cohen, PGIM head of defined contribution, offers some sobering statistics...