Feature
Feature
A Focus on Guaranteed Income
Plan sponsors have several options for providing workers with access to annuities.
Conference Coverage
Conference Coverage
Navigating ESG
Planning a route to sustainable investing goals.
Participants
Participants
Advice on Advice
Personalized investment guidance can take many forms.
Insights |January - February 2024
Is 2024 ‘The Year’?
There’s been a great amount of discussion in the industry about generating retirement income and lifetime income streams for participants—and...
Participant Analysis |January - February 2024
Different Age, Different Stage
In plan sponsor discussions about retirement plan participants’ benefits, the tendency is to consider all participants as a homogenous group. Yet, when delving into data such as the...
Rules/Regs |January - February 2024
SECURE 2.0 Fixes Get Drafted
Early this past December, members of the House of Representatives and the Senate issued a discussion draft for the much-anticipated...
Rules/Regs |January - February 2024
More From Washington and the Courts
DOL Information Security Needs Improvement A yearly audit found that information security programs at the Department of Labor contain weaknesses,...
UpFront |January - February 2024
The Benefits to IBM’s Pension-Thaw
IBM’s decision to unfreeze its cash balance plan is heating up conversations across the defined benefit plan world as to...
UpFront |January - February 2024
Ask the Experts: When Are Rehired Personnel Eligible for Contributions?
Question: We sponsor an ERISA [Employee Retirement Income Security Act] 403(b) plan. We rehired an employee who was participating—both receiving our contributions and making elective deferrals—in the plan...
UpFront |January - February 2024
EBSA’s Budget Lags Behind Expenses
While the Department of Labor Employee Benefits Security Administration’s budget has largely been unchanged over the past 10 years, the...
UpFront |January - February 2024
Millennials, Gen Z Seek Employer Support
While Millennial and Generation Z employees are more apt to struggle with debt than are older generations, saving for retirement...
Tidbits |January - February 2024
Tidbits
Higher Ed Could Gain From Researching PEPs How Employees Could Be ‘Optimal’ Savers Plan sponsors may be able to help improve employees’ retirement savings outcomes by telling...
Feature |January - February 2024
Types of In-Plan Guaranteed Income
In-Plan Fixed Annuity How it worksParticipants, on retiring, pay an insurance company for a single-premium immediate annuity or a deferred income annuity, which stream income for the rest...
Feature |January - February 2024
Retirement Money- Management Confidence
Retirement Money – Management Confidence Almost half of survey respondents ages 50 through 75 are slightly or not at all confident they can manage their own investments throughout...
Investments |January - February 2024
Are You on Track?
Target-date funds have evolved; demographics have changed too.
Investments |January - February 2024
Demographic Shifts
Sponsors seek a mix of TDF products to meet individuals’ needs.
Participants |January - February 2024
Motivating Investment Interest
Sean Bjork of Bjork Asset Management is asked what works to motivate employees to engage in an investment customization process. “It’s almost like going back to the future:...
Plan Administration |January - February 2024
Fiduciary Best Practices
Navigating the waters to safeguard your plan.
Fiduciary Forum |January - February 2024
2 Distinct Roles for When Sponsors Act
Is the plan sponsor serving as a fiduciary or a settlor? It needs to know.
Inside Angle |January - February 2024
The DOL’s Not-So-New Fiduciary Rule
Sponsors should know the implications of the rule, if passed.
Plan Profile |January - February 2024
Continuous Good Service
JX Enterprises, 2017 winner Corporate 401(k) >$10MM – $50MM.