Benefits | January 19th, 2021 Evaluating HSA Providers What employers should ask to make sure they choose the right health savings account (HSA) provider for their employees.
Administration | January 15th, 2021 Helping Workers Rebuild Their Retirement Savings Post-Pandemic Plan sponsors should stress the need to save for retirement and allay fears about market volatility, among other things.
Investing | January 14th, 2021 Deciding Whether an Annuity Is Right for Your Plan Participants Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if...
Benefits | January 13th, 2021 What Employers Need to Know About HSAs Experts share eligibility requirements, tax treatment rules and allowable expenses for health savings accounts.
Administration | January 12th, 2021 The Mechanics of Moving to a PEP With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take...
Administration | January 7th, 2021 Sponsors Have Many Considerations as PEPs Hit the Market Retirement plan experts offer advice to employers that are considering whether they should move to a pooled employer plan or...
Investing | January 5th, 2021 Rethinking the 60/40 Portfolio Defined benefit and defined contribution plan sponsors need to adjust the composition of the traditional 60/40 portfolio to meet plan...
Administration | December 31st, 2020 Reducing DC Plan Costs During Financially Challenging Times There are several options for changing benefits and shifting costs, and proper communications can help avoid participant backlash.
Compliance | December 22nd, 2020 ERISA Preemption Curtailed by Supreme Court Ruling A recent Supreme Court decision will have a greater impact on health care plans than retirement plans, but it offers...
Investing | December 22nd, 2020 Is Bitcoin Right for Your Pension Plan? Interest in Bitcoin is growing, and firms are working to make it more accessible, as studies show small allocations into...
Compliance | December 21st, 2020 Why Some ERISA Litigation Trends May Turn in 2021 It may seem like the pace of ERISA litigation will never slow down, but one ERISA attorney says he is...
Participants | December 18th, 2020 Despite Challenging Year, CRDs and Plan Leakage Were Sparse Recordkeepers say they saw low uptake for coronavirus-related distributions and loans, a stark contrast from what was predicted when the...
Compliance | December 16th, 2020 A Conversation With a Union Pension Funding Advocate One outspoken advocate for the Butch Lewis Act says the time is ripe for addressing the funding challenges faced by...
Administration | December 15th, 2020 Establishing a Retirement Plan Committee Why plan sponsors need a committee, what committees do and who to appoint to a committee.
Compliance | December 10th, 2020 Effects of COVID-19 Could Spark More Retirement Plan Litigation in 2021 Industry experts say market volatility and cybersecurity issues could lead to new lawsuits.