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.
Investing | December 8th, 2020 Is There a Place for ETFs in Retirement Plans? Exchange-traded funds offer benefits for both DB and DC plan investors, and, with advanced technology in recordkeeping systems, sources foresee...
Administration | December 3rd, 2020 Recordkeeper Consolidation Can Be a Good Thing The pool of options may be shrinking, but recordkeepers have to focus on meeting participant and plan sponsor needs to...
Compliance | November 30th, 2020 The Basics of Terminating a DC Plan From updating the plan with statutory amendments to filing the final Form 5500, there are many details to attend to...
Compliance | November 24th, 2020 Effect of the Biden Administration on Health and Retirement Benefits Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back...