Magazine Articles

Nearly 50 years since the Employee Retirement Income Security Act of 1974 became law, many experts in the retirement industry...

2024 Retirement Plan Administration

Menus must meet fiduciary standards while serving participants’ needs.

Common administrative errors can be easy to miss—here’s how to fix some.

A Plan for Permanence   The Diminishing Trust In the Fund Beneath the Shiny Surface While 94% of employees said they like the concept of guaranteed income for...

How we go about choosing our Best in Class plans each year.

Insurers may have to meet more requirements to be used in a PRT; the IRS reports it will monitor for...

Participants need a plan for optimizing their whole nest egg in retirement.

A founding partner in the Portability Services Network explains the mechanics of plan-to-plan account transfers.

An emergency account serves to back up participants’ savings in their employer-sponsored plan, research finds.

Retirees can benefit from a systematic withdrawal feature, if they are careful of how they draw their savings down.

Question:  We’re a new church-plan sponsor that does not offer annuities at all in our 403(b) plan, either as investment options or as a form of distribution. May...

8 strategies to improve a plan’s governance.

Sponsors get creative with how they use these supplemental benefits.

Kimley-Horn and Associates, Inc., 2019 winner Corporate 401(k) >$500MM

What the DOL may address if revisiting IB 95-1.

Plan sponsors face multiple deadlines, but some are unclear.

Steps to better outcomes for the plan next year.

This year, 12 401(k)s reveal what it means to be Best in Class.

Employees Are Paying Attention According to a survey of 1,000 employed U.S. adults and 600 human resources executives earlier this year, 69% of employees said they’re more closely...