PSNC 2018: Making Sense of Big Data
Retirement plan sponsors have access to a plethora of data that can help them in making plan design and participant education decisions.
Administration
PSNC 2018: Fee Considerations
Fee-levelization and zero revenue sharing are the newest trends for retirement plan fees.
PSNC 2018: Developments in Participant Advice
From the recent fiduciary rule hold to modern, advanced technology, panelists examine how participant advice has widely grown in the past years.
PSNC 2018: Pension Risk Transfer Options
DB plan sponsors want to keep control of their plans as they de-risk.
PSNC 2018: Planning for Post-Employment
Retirement plan sponsors have a fiduciary duty to help plan participants who terminate or retire and provide them the tools they need to best protect their assets.
PSNC 2018: The Importance of Educating Investment Committees
Two retirement industry professionals reviewed best practices for investment committee members.
PSNC 2018: Helping Participants Maximize Their Savings Opportunities
Addressing employees’ financial issues can help them free up cash to save for retirement, including long-term health care costs.
PSNC 2018: Rules, Regulations and Other Factors Affecting DB Funding Strategies
A partner at Ivins, Phillips & Barker discusses why defined benefit plan sponsors should consider accelerating their funding—and how to do so.
PSNC 2018: Retirement Industry Leaders Discuss Top Trends
Drew Carrington and Michael Knowling review the 8 most talked about retirement industry topics.
Interest Rates Temper DB Funded Status Improvements in May
“The pattern of improvement paused last month owing to a dip in discount rates, but aggregate funded status remains near a four-year high as the long bull market...
Retirement Income Seen as the Next Phase for 401(k)s
Bing Waldert, a managing director with Cerulli Associates, says, "converting the 401(k) plan to an income platform is a step in taking DB [defined benefit] market experience and...
Understanding Roth Conversions
What is an in-plan Roth conversion, and what should plan sponsors consider before implementing the feature?
Penn State Announces New Retirement Program Fee Practices
The plan to adopt a fee-leveling approach and rebate revenue sharing to participants comes as many institutions of higher learning face lawsuits challenging their 403(b) plan fees.
FedEx Transfers Some Pension Obligations to MetLife
According to MetLife, the pension risk transfer (PRT) agreement involves pension obligations of $6 billion.
Increased Interest Rates Boost DB Plans’ Funded Status in April
Firms that track defined benefit (DB) plan funded ratios also noted that slight gains in equity markets improved plans’ funded status during the month.
Plan Distribution Behavior Dictated By Plan Design
New DCIIA research put together in concert with a large group of retirement industry service providers highlights the crucial role plan design plays in terms of participants' decumulation...
State Pension Plans Reverse Two Consecutive Years of Return Declines
“A primary driver of the improvement in the funding ratio was the increase in global equity values for the 12-month period ending June 30, 2017,” notes Ned McGuire,...
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 contributions as options for unaffordable pensions.
Key Employee Benefit Plan Internal Controls to Have in Place
“Internal controls should be part of a plan sponsor’s day-to-day operations,” says a partner at CPAs & Advisors, speaking at the Plan Sponsor Council of America National Conference.
Retirement Plan Exchanges for 403(b)s
Speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference, Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the...