Investing | June 6th, 2022 Are Millennials on Track for a Secure Retirement? Many under age 40 understand the need to save for retirement but juggle competing financial needs; auto features are helping.
Benefits | May 26th, 2022 States Stepping Up With Private Retirement Savings Plans New offerings aim to benefit the estimated 57 million U.S. workers who do not have access to employer-sponsored plans.
Data and Research | May 12th, 2022 401(k) vs. 403(b): Different Paths to Retirement Readiness Studies find differences in 403(b) and 401(k) plan design and participant behavior, but both plan types are increasing in importance...
Investing | May 10th, 2022 Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Administration | April 27th, 2022 ABCs of RFPs for PEPs Questions to ask when selecting a pooled employer plan provider.
Benefits | April 27th, 2022 Plan Sponsor Considerations for Joining a Pooled Employer Plan Plan design and provider services are some things employers that are considering moving to a PEP should examine.
Administration | April 27th, 2022 More Companies Dive Into Pooled Employer Plans Lower fees, reduced risk and less work are making PEPs increasingly popular among employers.
Compliance | April 25th, 2022 Some New RMD Rules Creating Confusion for Participants and Beneficiaries Retirement plan sponsors cannot give advice, but they’ll likely get questions about distributions from inherited accounts.
Compliance | April 8th, 2022 Defense Attorneys Can Put Up a Fight in Excessive Fee Lawsuits An insurer speaks out about why the majority of excessive recordkeeping fee claims are ‘bogus.’
Investing | March 23rd, 2022 Retirement Plan Participants Need Help With Retirement Income From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.
Investing | March 23rd, 2022 Employers Use SDBAs to Give Employees Choice Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options,...
Administration | March 23rd, 2022 Strategies to Simplify DC Plan Investment Menus Plan sponsors can use a layering approach and white labeling to help defined contribution plan participants select investments.
Data and Research | March 18th, 2022 Understanding Retirement Plan Leakage Triggers and Costs Participants have numerous reasons for taking a pre-retirement distribution.
Administration | March 9th, 2022 PRT Strategies for Active Participants Pension risk transfers could leave a sizeable group of active participants under a plan sponsor’s responsibility, but there are strategies...
Investing | February 23rd, 2022 The Role of Stable Value Funds as QDIAs or Otherwise Though stable value funds might not be appropriate as the qualified default investment alternative for a defined contribution plan, they...