Administration

Experts discussed the types of outsourcing available to plan sponsors, from basic 3(16) administration services to full discretionary 3(38) investment management.

What questions should defined benefit plan officials ask about their cybersecurity protocols?

Plan sponsors should consider two necessary elements when benchmarking investments. Meanwhile, whether fees need to be benchmarked depends on how they are paid.

Experts discussed whether plan sponsors should have one or two committees, who should be on the committee(s) and the best approaches for documenting meetings.

Increased education and simplification will allow K-12 employees to better understand their options and how they can combine their benefits to ensure a secure retirement.

Personalized, holistic financial education through various mediums can make up for the one-on-one provider meetings they were used to before the pandemic hit.

Plan Sponsor of the Year award recipients discuss what they expect, and receive, from their advisers.

A sharp jump in the number of workers who decide to retire early does not bode well actuarially for DB plans, but experts say the pandemic-related exodus is...

Stakeholders take issue with the permissible investments under the PBGC’s interim final rule, among other things, and even if special financial assistance works, it is only a temporary...

Experts discussed what to evaluate when benchmarking recordkeepers, the differences between an RFI and an RFP and what to ask about cybersecurity processes.

A mix of virtual and in-person education and planning, along with digital tools, is helping meet the needs of K-12 retirement plan sponsors and participants in a hybrid...

Keeping participant data accurate could help plan sponsors avoid dealing with missing participants or a cybersecurity attack.

The pension risk transfer trend is expected to continue, though most transactions are implemented by large companies, and transferring pension obligations isn’t right for every plan sponsor.

With a higher percentage of full-time workers leaving their jobs, experts suggest plan sponsors and plan advisers educate employees about self-funded retirement programs.

Experts say specific communication strategies can help engage participants and lead to better outcomes.

It’s important to assemble the right people with the right tools to make a retirement plan committee as efficient as it can be.