Administration | November 20th, 2020 Rules for Retaining Benefit Plan Records Electronic filing is popular, but benefit plan sponsors need to know the rules about what documents can be stored digitally...
Investing | November 18th, 2020 Retirement Plan Investors May Be Looking for Investment Standouts While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider...
Administration | November 17th, 2020 The Difference Between Fee-Based and Fee-Only Advisers It’s important to know how advisers get paid, as well as whether those sources of income could cause a problem...
Administration | November 12th, 2020 Teaching Employees About Taxes in Retirement Understanding how taxation works can help with making the right savings decision and establishing the right distribution strategy.
Administration | November 11th, 2020 Increasing Participant Trust in Retirement Plans and Sponsors Plan sponsors should tout the ways they are helping participants with their plan designs and good governance processes.
Compliance | November 9th, 2020 PEPs Carry Evolving Fiduciary Risks of Their Own The legal complexities that emerge when a single employer operates a retirement plan for its own staff are already immense;...
Compliance | November 9th, 2020 Cybersecurity Risks Still Lurking for Retirement Plan Sponsors A recent federal court decision does not let plan sponsors off the hook, and various state laws may be applied...
Administration | November 2nd, 2020 A Look at Hospital and Health Care System Pensions Health care organizations face an uphill battle financially, but the right strategies for investing and controlling PBGC premiums can help...
Administration | October 27th, 2020 Retirement Planning Needs of Private- and Public-Sector Employees More Similar Than Different Yes, public employees are more likely to have pensions, but some do not get Social Security, and health care costs...
Compliance | October 22nd, 2020 The DOL’s ESG Proposal and DB Plans Defined benefit plan fiduciaries can expand on their evaluations of ESG investments to show they are financially beneficial and not...
Administration | October 20th, 2020 Repositioning Financial Wellness and Retirement Benefits for 2021 Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs...
Products | October 16th, 2020 Plan Providers Supplement Lifetime Income Projections Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Administration | October 16th, 2020 Consider Who Is Paying When Benchmarking Retirement Plan Fees There is less risk when a plan sponsor pays retirement plan fees, but that doesn’t necessarily mean the benchmarking should...
Administration | October 9th, 2020 Weaving Part-Time Employee Inclusion Into Retirement Plan Processes The SECURE Act’s requirement to let part-time employees join 401(k)s demands a process for counting hours and creates opportunities to...
Compliance | October 8th, 2020 Lessons From a Rare ERISA Excessive Fee Suit Dismissal The complexity of retirement plan lawsuits often makes district court judges reluctant to approve early dismissal motions plaintiffs, but Salesforce...