Magazine Articles

Fiduciaries have numerous things to consider beyond just added cost when deciding whether the option is right for their company.

Don’t forget to tell participants about changes to the plan!

The IRS clarifies requirements for its premium savers credit; 2023 is a record year for total Thrift Savings Plan managed...

Many sponsors must get clearer on their fiduciary role, our survey finds.

How much are ‘work from home’ or guaranteed income a priority for today’s employees?

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...

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...

DOL Information Security Needs Improvement A yearly audit found that information security programs at the Department of Labor contain weaknesses,...

Navigating the waters to safeguard your plan.

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...

Is the plan sponsor serving as a fiduciary or a settlor? It needs to know.

Early this past December, members of the House of Representatives and the Senate issued a discussion draft for the much-anticipated...

IBM’s decision to unfreeze its cash balance plan is heating up conversations across the defined benefit plan world as to...

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...

Sponsors should know the implications of the rule, if passed.

JX Enterprises, 2017 winner Corporate 401(k) >$10MM – $50MM.

There’s been a great amount of discussion in the industry about generating retirement income and lifetime income streams for participants—and...

Plan sponsors prepare and plan for 2024.

Target-date funds have evolved; demographics have changed too.

Sponsors seek a mix of TDF products to meet individuals’ needs.