Data and Research | October 6th, 2020 How Will the PEP Market Develop in Early 2021? One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 expects plan sponsor take-up to...
Compliance | October 1st, 2020 Auditors’ View of Plan Management Auditors share common errors they find when doing retirement plan financial audits and what they recommend for plan sponsor processes.
Administration | September 17th, 2020 Managing a Retirement Plan Re-enrollment for 2021 Plan sponsors need to consider the effects of the COVID-19 pandemic on their businesses and participants before implementing a re-enrollment...
Administration | September 15th, 2020 The Plan Sponsor Time Crunch With so many recent disruptions to what was ‘business as usual,’ how can plan sponsors ensure their retirement plan gets...
Data and Research | September 10th, 2020 Early Retirement Increasingly the Goal for Younger Generations This may be wishful thinking for some, but there are ways to help them achieve their target retirement age.
Administration | September 8th, 2020 The PEP Opportunity Pooled employer plans (PEPs) are coming, and potential adopting employers need to know what to look for and what they...
Administration | September 3rd, 2020 Important Considerations for the RFP Process When conducting a service provider request for proposals (RFP), being specific can help ensure plan and participant needs are met,...
Investing | September 1st, 2020 Bitcoin As a Retirement Plan Investment? The cryptocurrency is legally permissible as a 401(k) investment under ERISA, but some plan sponsors may have questions about whether...
Investing | August 27th, 2020 The Future for ESG Investing in Retirement Plans The DOL says ESG integration cannot propel financial advancement. Experts say the department is wrong; plan sponsors just need education...
Administration | August 25th, 2020 Retirement Plan Providers Opening Up to Serving Cannabis and Other Companies A few financial firms have entered the cannabis, hemp and CBD market, being careful to manage any legal risks for...
Benefits | August 20th, 2020 Rethinking HSAs With the high cost of health care, employees are using HSAs as spending, not savings, vehicles, and if more people...
Administration | August 17th, 2020 Considering the Potential Future Volatility for Multiemployer Plans Whether a plan is in dire financial straits or not, many employers likely want to get out of them, but...
Compliance | August 13th, 2020 The SEC’s Retail Mutual Fund Disclosure Framework Is Changing A new Securities and Exchange Commission proposal takes a sensible, layered approach to disclosure that takes advantage of today’s ubiquitous...
Benefits | August 13th, 2020 Are Employer-Sponsored DC Plans the Best Retirement Savings Vehicles? The coronavirus pandemic and other factors have called into question the value of DC plans, but experts say they’re still...
Compliance | August 10th, 2020 Recent Acts Will Require Plan Amendments Retirement plan sponsors will need to be aware of select modifications depending on their plan type, as well as key...