research
research
2024 Defined Benefit Administration Survey
Plan Administration
Plan Administration
2025 ERISA Plan Compliance Calendar
The dates that plan sponsors cannot miss next year
Conference Coverage |November - December 2024
2024 Plan Sponsors in Conversation
How some exceptional plan sponsors are improving their workers’ financial health.
Insights |November - December 2024
A Universal Challenge
I was recently in Australia visiting our Sydney-based media team. It likely isn’t a surprise to you that folks Down...
Participant Analysis |November - December 2024
‘Wellness’ Could Be a Key to Saving
How can plan sponsors support plan participants in improving their retirement outcomes? Considering that, according to the 2024 PLANSPONSOR Plan...
Rules/Regs |November - December 2024
2 Plan Sponsors Win Against Forfeiture Allegations
Using 401(k) plan forfeitures to offset employer matching contributions has been a long-standing practice permitted by U.S. regulators. But a...
Rules/Regs |November - December 2024
More From Washington and the Courts
IRS’ Tax Inflation Adjustments for 2025; DOL Clarifies Scope of Cybersecurity Guidance; Nearly 900 Firms Register With DOL Under Amended...
UpFront |November - December 2024
How to Keep ‘Peak 65’ Skilled Experts
This year, the U.S. population entered the first “Peak 65” year, when about 11,000 Baby Boomers turn 65 each day,...
UpFront |November - December 2024
Public DB Plans Embrace Private Alts
With a growing incentive to invest in private markets, public pension funds have shifted their asset allocations dramatically over the...
UpFront |November - December 2024
‘The U.S. Still Needs Pensions’
The continuing decline in the number and quality of defined benefit pension plans in the U.S. is not only disproportionately...
UpFront |November - December 2024
Income Solution Fees: A Primer
As more plan sponsors consider incorporating lifetime income options into their retirement offerings—and more such options come to market—these sponsors...
UpFront |November - December 2024
Tidbits
More than half of all peak Baby Boomers—those born 1959 through 1964—have assets of $250,000 or less so will likely...
Investments |November - December 2024
Build and Equip
Both company and public plan committees need diversity, good education.
Total Benefits |November - December 2024
SECURE 2.0’s New Match
The IRS speaks to matching student loan payments through the plan.
Total Benefits |November - December 2024
Ask the Experts: SIMPLE IRA Plan Terminations; Self-Certifications in 457(b)s
Do SECURE 2.0 distribution rules apply to all IRA rollovers from the SIMPLE IRA plan or only for participants who...
Plan Design |November - December 2024
Counting the Costs
Even with the fees, a 401(k) is a good investment for participant savings.
Fiduciary Forum |November - December 2024
A Provision Review
Where does the company plan stand in terms of SECURE 2.0?
Inside Angle |November - December 2024
SCOTUS to Decide
The Supreme Court's ruling in Cunningham v. Cornell will determine how the courts treat prohibited transaction pleadings.
Plan Profile |November - December 2024
Helping Transient Workers Save
Wayne-Sanderson Farms, 2024 winner Corporate DC >$200MM – $500MM