Compliance | October 11th, 2017 Meant to Aid Struggling Multiemployer Plans, MPRA Adds Complications Under the Multiemployer Pension Reform Act, the Treasury must review pension plan applications for benefit suspensions—but the process is proving...
Benefits | October 5th, 2017 Saving on Health Benefit Costs With Self-Insured Plans There is a move among employers to self-insure health benefits, but if employers don’t act like insurers, they are missing...
Investing | October 5th, 2017 A Few Tested Factors Can Explain Most Risks and Returns The rapid move of big data has created many factor-based investment products, but institutional investors need to focus on only...
Administration | September 29th, 2017 Creating a Successful Open Enrollment Experience Communications, pushing CDHP enrollment and including retirement plan reminders can help enrollment be successful for both employees and employers.
Administration | September 27th, 2017 Considerations for Adopting a Safe-Harbor Plan Design The deadline for adopting a new safe-harbor 401(k) plan is October 1, and while it’s not likely to be met...
Compliance | September 18th, 2017 What 403(b) Plan Sponsors Can Learn From Recent Lawsuits Steps can be taken to prevent a lawsuit, establish defenses if a lawsuit arises and buy fiduciary protection.
Benefits | September 15th, 2017 Helping Workers Struggling With Student Loan Debt With education and new tools, plan sponsors can help employees get student loan debt under control.
Data and Research | August 28th, 2017 Policy Changes Matter More Than Manager Personnel Shifts Often a fund manager personnel change serves as a trigger to put a fund on a watch list, but recent...
Compliance | August 28th, 2017 Combating Common and Unfamiliar Fiduciary Mishaps Two fiduciary compliance experts highlight the mistakes plan sponsors are making that can land them in hot water under ERISA—some...
Administration | August 28th, 2017 Consider Corporate Financials When Making DB Funding Decisions DB plan sponsors making additional cash contributions to fund their plans should consider locking in those funding gains to reduce...
Compliance | August 28th, 2017 ‘Rothification’ of DC Plans Could Harm Participants Tax-reform may target the incentives to save in DC plans.