Administration | June 22nd, 2020 Clearing Up Confusion About Retirement Timing The pandemic may put a wrench in some participants’ plans to retire, but others may be more prepared than they...
Participants | June 18th, 2020 Generations Experience the Effects of COVID-19 Differently Understanding each generation’s attitudes and concerns is key to knowing the right retirement savings education and tools to offer.
Investing | June 15th, 2020 The Role of Stable Value in Each Stage of the Savings Journey Stable value has an important combination of benefits for participants nearing retirement, but it can play a role for participants...
Compliance | June 11th, 2020 Retirement Plan Disclosures Move Into the Digital Age Plan sponsors need to understand requirements in the new DOL rule, including how to ensure cybersecurity, before moving forward.
Benefits | June 8th, 2020 The Scope of Physical Wellness Programs Is Broadening The attention the COVID-19 pandemic has brought to mental and social well-being and the expansion of telemedicine services will transform...
Investing | June 4th, 2020 The Next Evolution in 403(b) Plans: Investments While 403(b) plans have made great strides, lifting restrictions on the types of investments the plans can offer and considering...
Investing | June 1st, 2020 Pandemic Shines a New Light on Climate Change and ESG Investing The COVID-19 crisis is showing plan sponsors how corporate behaviors affect the environment and that encouraging positive ones with investment...
Administration | May 28th, 2020 How to Manage DB Plans Through the Crisis Experts expect the market volatility will continue for an unknown amount of time, so DB plan sponsors must be flexible...
Administration | May 19th, 2020 Advancing DC Plan Design Many features are working to help DC plan participants grow their savings, so it’s time to look at investments for...
Compliance | May 15th, 2020 CARES Act May Help DB Plans Avoid Funding-Based Limitations DB plan sponsors can use help provided in the CARES Act and take other actions to avoid falling into funded...
Compliance | May 13th, 2020 Making Adjustments to Nonqualified Plans Not So Easy During Financial Crises IRC Section 409A governs plan sponsor and participant decisions for nonqualified plans, and the COVID-19 pandemic will make plan design...
Administration | May 8th, 2020 COVID-19 Has Put Some PRTs Behind Schedule DB plan sponsors are weighing their options for pension risk transfers and trying to balance what’s best not just for...
Investing | May 6th, 2020 QDIAs the Best Place for Participant Assets During Downturns QDIAs keep DC plan participants on a path for growth, but the current market volatility plants seeds of new ideas...
Investing | May 4th, 2020 Current Volatility Shows Weaknesses in TDFs Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and...
Administration | April 30th, 2020 Expect a Rise in Annuity Engagement A different perspective post-COVID-19 will make guaranteed income more attractive to retirement plan sponsors and participants.