Administration | July 31st, 2019 The Importance of Getting Beneficiary Designations Not having proper beneficiary designations on file can create a difficult situation for plan sponsors, and with the use of...
Administration | July 25th, 2019 Preparing Employees for Retirement, a Global Comparison Retirement plan sponsors and policymakers can gain ideas from countries with different methods for encouraging retirement security.
Administration | July 19th, 2019 Stopping a Retirement Crisis Currently, America has a retirement plan coverage gap, a retirement savings gap and a guaranteed income gap, which plan sponsors...
Compliance | July 17th, 2019 Employees in Two States Miss Out on One HSA Benefit Is this impacting health savings account (HSA) participation?
Opinions | July 15th, 2019 Volatility and TDFs: The Good, the Bad and the Unintended John Greves, Natallia Yazhova and Jake Gilliam, with Charles Schwab, discuss volatility as it relates to target-date funds (TDFs) and...
Investing | July 12th, 2019 Plan Sponsor Investment Considerations for Second Half of 2019 Defined benefit (DB) and defined contribution (DC) plan sponsors are expected to have to navigate a more volatile market environment...
Compliance | July 10th, 2019 Open MEPs Not for Every Plan Sponsor If legislation passes to allow for open multiple employer plans (MEPs) for plan sponsors without a common nexus, experts believe...
Compliance | July 10th, 2019 Vendor Process Reviews Are Crucial to Retirement Plan Cybersecurity A digital security expert says "the behavioral and human element of data protection is always the most challenging part.”
Compliance | July 8th, 2019 The Senate Math That Could Block SECURE Act Senate floor time is at a premium ahead of the 2020 presidential election—so much so that even legislation that passed...
Compliance | July 3rd, 2019 Self-Correcting the Inevitable Mistakes Even the most informed and dedicated retirement plan fiduciaries sometimes miss the target. The good news is, many mistakes can...
Administration | June 28th, 2019 Providers Reluctant to Serve Newly Allowed 401(k)s Due to the misunderstanding about the intersection between state and federal Cannabis laws, lack of provider support may stop hemp...
Compliance | June 21st, 2019 What to Look for When Monitoring Retirement Plan Advisers Plan sponsors have a duty to monitor retirement plan advisers, but may be forgetting to request or research certain information.
Benefits | June 14th, 2019 Time for Self-Funded Health Plan Sponsors to Revisit Stop-Loss Insurance As medical and pharmaceutical innovations lead to higher catastrophic health insurance claims, employers with self-funded health plans need to review...
Investing | June 10th, 2019 The Importance of Rebalancing DC Plan Portfolios Once they select the proper asset allocation for their retirement savings, defined contribution (DC) plan participants need to be prodded...
Data and Research | June 4th, 2019 Automation Helps Asset Managers’ DC Plans Outperform While retirement plans offered to the employees of asset managers have benefited strongly from auto-enrollment, investment providers have not fully...