Magazine Articles

Insights |July-August 2023

It’s a Tough Job

A verdict bespeaks the ‘refreshing recognition’ that no fiduciary decisions—even based on best practices—can be guaranteed.
Rules/Regs |July-August 2023

From Washington and the Courts

An ERIC open letter asks how to implement certain ‘2.0’ provisions; district court dismisses suit against Advance Publications; House Republicans...
Participant Analysis |July-August 2023

When Do You Plan to Retire?

Many 18- through 29-year-olds are off to a good start for retirement readiness.
Plan Design |July-August 2023

The Way to Go

Thinking through and evaluating plan changes.
Fiduciary Forum |July-August 2023

Use It or Use It

The proposed regulations on FSA forfeitures.
Plan Profile |July-August 2023

Auto-Enrollment Is Still Key

United Hardware Distributing Co., 2018 winner Corporate 401(k) >$10mm – $50mm.
Inside Angle |July-August 2023

Stable Value in Focus

Important ways those vehicles differ from money market funds.
Insights |May-June 2023

‘Super’ Educational

I recently spent a week at the ISS offices in Sydney meeting team members of our four Australia media brands: Financial Standard, FS Sustainability, Industry Moves and Money. It...
UpFront |May-June 2023

Pulling Together for the Goal?

States that have implemented retirement savings programs for private sector employees are not crowding out employer-provided plans as some in...
UpFront |May-June 2023

The ‘Why?’s Behind Cash-Outs

When leaving a job, many employees cash out their 401(k) savings, despite warnings from financial professionals against incurring the attendant 10% IRS penalty, says research recently published in...
UpFront |May-June 2023

Roths, on Closer Inspection

As Congress increased the “Rothification” of retirement investing with the SECURE [Setting Every Community Up for Retirement Enhancement] 2.0 Act...
Rules/Regs |May-June 2023

From Washington and the Courts

25 Using HSAs With Social SecurityThe Social Security Administration recently announced that the combined accounts of the Old Age and...
UpFront |

The ‘2.0’ Student Loan Provision

Question: Our 403(b) plan fiduciaries are interested in the new student loan repayment provision of the SECURE 2.0 Act, but we don’t currently have a matching contribution. Do...