Compliance | January 10th, 2022 Courts Expand on Rules Regarding the Protection of Retirement Plan Assets Attorneys say the court opinions inform planning decisions in the cases of divorce or job changes.
Compliance | January 7th, 2022 Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021...
Benefits | December 29th, 2021 Considerations for Implementing a Phased Retirement Program Employers must decide whether to have a formal or informal program, as well as what benefits to offer those employees...
Administration | December 22nd, 2021 Equity in Employee Benefits Communications Tips to ensure benefits communications reach all employees.
Benefits | December 22nd, 2021 Improving Equity in Financial Benefits Retirement plan design changes can help close some equity gaps, but plan sponsors should first address differences in overall financial...
Compliance | December 13th, 2021 Plan Sponsors Are Getting No Answers From Excessive Fee Lawsuits Excessive fee lawsuit activity has ramped up with no major decisions by the courts; however, a pending decision by the...
Compliance | December 9th, 2021 Review of Oral Arguments in Northwestern University ERISA Case Two attorneys say things so far look good for Northwestern University, meaning the court could raise pleading standards for plaintiffs...
Administration | December 9th, 2021 Factors That Determine Whether the Time Is Right for PRT Pension risk transfer activity is picking up, and plan sponsors have several considerations when implementing transactions.
Compliance | November 17th, 2021 Expect More Difficulty Obtaining Fiduciary Insurance Issuers of fiduciary liability insurance are paying close attention to the glut of lawsuits filed in recent years against plan...
Benefits | November 15th, 2021 Federal Student Loan Forbearance Is Ending, but Many Employees Aren’t Prepared Experts say employers have an opportunity to help with the financial burdens their workers face as they prepare to start...
Investing | November 5th, 2021 Finding Fixed-Income ESG Investments for Retirement Plans Fixed income is important for defined benefit plans and defined contribution plan participants, so how can plan sponsors incorporate investments...
Compliance | November 3rd, 2021 Getting Retirement Plan Help From the IRS Retirement plan sponsors have several avenues for getting help from the IRS with general questions, technical issues and corrections.
Compliance | October 26th, 2021 A Pro-ESG Framework That Could Finally Stick Now that industry experts have had some time to digest the DOL’s new proposal regarding the use of ESG investment...
Deals and People | October 25th, 2021 Who’s Still Working For You?: Plan Sponsor Council of America In a series of articles, PLANSPONSOR is checking in with industry groups to see what work they have done, and...
Compliance | October 18th, 2021 New Financial Audit Rule Increases Requirements for Plan Sponsors Plan sponsors will be required to provide much more data, as well as certifications about plan administration and governance, and...