Data and Research | July 8th, 2024 Plan Participants Expect to Work Past Age 65 For plan sponsors, retaining older workers will require greater attention to plan designs that support workers at older ages.
Data and Research | August 14th, 2023 Plan Sponsors Push Toward Retirement Income, Financial Wellness Over Last Decade Plan sponsors have increased their focus on delivering expanded benefits and employee financial wellness programs in defined contribution plans, according...
Administration | June 26th, 2023 PSNC 2023: Unique Issues for 403(b) Plan Sponsors Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational...
Benefits | April 26th, 2023 October Three’s New Plan Design Includes Guaranteed Lifetime Income The consulting firm announced the launch of its new retirement solution, O3 Prime, which offers a 401(k) account in tandem...
Data and Research | April 12th, 2023 Interest in Retaining Retiree Assets Has Grown, Highlighting Retirement Income There is an opportunity for asset managers to focus their distribution of retirement income products, as interest in keeping retired...
Administration | December 30th, 2022 Plan Design Features ‘Moving the Needle’ for Workers’ Retirement Re-enrollment and auto-sweeps can result in greater savings rates.
Compliance | June 14th, 2022 Retirement-Focused RISE & SHINE Act Clears Senate HELP Committee Backers of the bill say it will improve retirement security by creating additional protections for workers and retirement savers at...
Data and Research | May 3rd, 2022 Employers Feel the Strain of Rising Labor Costs New survey data shows employers both large and small are looking closely at operating expenses and, when possible, prioritizing salaries...
Administration | March 22nd, 2022 Confluence of Events Might Affect Plan Size Retirement plan sponsors should keep an eye on asset flows to maintain purchasing power and understand participant needs.
Administration | February 9th, 2022 DC Plans Use Pension Features to Improve Retirement Outcomes DC plans are taking on more and more features that primarily used to be associated with defined benefit plans, to...
Benefits | September 10th, 2021 Changing the Employee Benefit Strategy Diversity, equity and inclusion efforts, as well as rising benefits costs, are causing some plan sponsors to reconsider their packages,...
Administration | June 24th, 2021 PSNC 2021: Plan Design Elements to Improve Outcomes Now that the worst of the coronavirus pandemic has lifted and work has largely returned to normalcy, so too has...
Compliance | June 23rd, 2021 House Education and Labor Committee Debates SECURE 2.0 Another House committee has held a hearing on the popular ‘SECURE 2.0’ legislation, setting the stage for a full floor...
Administration | September 25th, 2020 PSNC 2020: Improving Plan Committees and Governance Industry experts say one key takeaway is the importance of having a retirement plan committee that reflects the diversity of...
Benefits | August 13th, 2020 It’s Back to Basics for Benefits Priorities Prior to the pandemic, ultra-low unemployment put a spotlight on ‘lifestyle benefits’ for employees. The COVID-19 downturn has already shifted...
Administration | August 28th, 2019 Plan Sponsors Making Plan Changes to Help Employees Save More They are turning to plan advisers for help with making plan design and investment changes.
Administration | August 26th, 2019 Plan Sponsors Should Watch for Unintended Consequences of Defaults A research paper warns that changing to a default fund that is preferred by more employees may lead people to...
Data and Research | August 26th, 2019 2019 PLANSPONSOR Defined Contribution Survey Open Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest...
Data and Research | July 24th, 2019 Researchers Propose Including Annuities as a Default in 401(k)s An analysis found defaulting a portion of balances in deferred income annuities (DIAs) would boost income for retirees later in...
Participants | June 12th, 2019 The Humble 401(k) Plays Outsized Role for Many Originally conceived as a supplementary savings vehicle to complement pensions, 401(k) plans now form the core of many American’s hopes...