IRS Offers Some Clarifications About CARES Act Retirement Plan Provisions
The guidance explains how repayment of coronavirus-related distributions works and whether plan sponsors are required to accept them, among other...
Tag: coronavirus
Products |
The Standard Offers Fee Relief to Plan Sponsors and Participants
In addition, every virtual meeting scheduled in May with a retirement plan adviser will be matched by a $25 donation...
EBRI Calls COVID-19’s Impact on Retirement Security ‘Manageable’
Certain actions by DC plan sponsors and participants can keep it that way, a conversation among professionals suggests.
Market Conditions Highlight Individual Investor Interest Rate Risk
Long a challenge associated with pensions, defined contribution plan investors find themselves grappling with the challenges of interest rate risk...
Pandemic May Stall Implementation of Certain DC Plan Decisions
The effects of the COVID-19 pandemic have plan sponsors contemplating what to do about scheduled re-enrollments, the (RFP) process and...
Current Volatility Shows Weaknesses in TDFs
Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and...
Opinions |
Consider Near- and Long-Term Issues Before Implementing CARES Act Provisions
Plan sponsors are urged to consider factors other than the short-term financial needs of their employees before adopting new loan...
Products |
GoalPath, Questis Partner on Financial Wellness
The companies are offering a support program to investors affected by the COVID-19 pandemic for free for nine months.
Can Employers Use PPP Funds to Contribute to HSAs?
Limited guidance on the regulations makes this answer complex for plan sponsors.
Personal Savings Rates Actually Jumped in March
Many U.S. employees are feeling acute economic pain as a result of the coronavirus pandemic, but the government mandated shutdowns...
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Ascensus Announces COVID-19-Dedicated Resources
The features include insights, analytics and trends in today’s market climate.
Expect a Rise in Annuity Engagement
A different perspective post-COVID-19 will make guaranteed income more attractive to retirement plan sponsors and participants.
DOL Provides Relief for Certain Retirement Plan Requirements
Relief is provided for verification requirements for loans and distributions and timing for forwarding contributions and loan repayments, among other...
Regulators Extend Time Frames for Special and COBRA Health Plan Enrollment
Extended time limits disregard the period from March 1 until 60 days after the announced end of the national emergency...
Benefits |
Employees Need Review of Social Security Strategies During Financial Crises
Research shows older employees may turn to Social Security for income following a financial crisis, but that can throw retirement...
Multiemployer Plans Urgently Need Help to Avoid Catastrophe
Lawmakers and industry groups are pushing for immediate action as the COVID-19 pandemic wreaks havoc on already struggling multiemployer pensions.
Products |
Perspective Partners Offers Free Trial for Benefit Decision Support Technology
The technology provides individualized guidance regarding paycheck allocations to HSAs, health plan choices, voluntary benefits and contributions to retirement accounts.
Cure Periods and Other Ways to Prevent Leakage From Coronavirus Relief Bill
Coupling more generous loan programs with robust educational resources is a good place to start.
Considerations for Public Pensions’ Response to COVID-19 Issues
Sources from CalPERS and NYCRS share discussions they've had and actions they've taken in response to the financial hit of...
COVID-19 May Affect Nondiscrimination Testing
To avoid failing ADP and ACP testing, industry experts recommend employers utilize mid- or quarter-year projection testing. Doing so can...