Compliance | May 27th, 2016 Court Allows Participants to Seek Plan Reformation Relief A federal appellate court has determined that retirement plan participants’ equitable relief claims under ERISA are not duplicative of their...
Data and Research | May 26th, 2016 Habitual Savings Critical for Retirement Readiness Success Research reveals times to ‘nudge’ employees into saving for retirement and ways to make it easy for them to do...
Data and Research | May 25th, 2016 Participants Would Like Sponsors to be More Hands-On Many would welcome automatic enrollment and automatic increases.
Compliance | May 25th, 2016 Hospital Agrees to $107 Million Settlement in Church Plan Case The case is one of many that challenge the status of a health care organizations’ pension plan.
Data and Research | May 23rd, 2016 ERISA 403(b) Plan Costs Down Since 2009 The decrease could be, in part, due to a different composition of plan investments.
Administration | May 11th, 2016 Plan Sponsors Should Promote Roth Accounts More Willis Towers Watson explains the benefits of saving for retirement in Roth accounts and how to promote them to retirement...
Participants | May 11th, 2016 Millennial Women Need a Boost in Retirement Savings T. Rowe Price suggests a number of steps plan sponsors can take to engage women in saving more for retirement.
Ask the Experts | May 10th, 2016 (b)lines Ask the Experts – Tips for Reviewing SPDs “We just received a draft summary plan description (SPD) for our retirement plan for review.
Data and Research | May 5th, 2016 Employer, Employee Decisions Can Change Retirement Savings Picture The GAO found many individual and employer decisions can substantially raise projected DC plan savings at retirement, especially for low-earning...
Administration | May 5th, 2016 Best Practices for 403(b) Plans 403(b)s are still catching up with plan design and fiduciary best practices.
Data and Research | April 27th, 2016 Only 7% of Plans Re-Enroll Participants J.P. Morgan says both sponsors and participants are missing out on a great opportunity
Compliance | April 14th, 2016 IRS Withdraws Some Proposed Nondiscrimination Rules Rules affecting cross-tested plans were included in proposed guidance providing nondiscrimination testing relief for certain DB plans.
Products | April 5th, 2016 DC Optimization Can Help With Workforce Management A quality retirement plan can help companies retain top talent and attract highly skilled new employees to offset the talent...
Benefits | April 5th, 2016 State-Run Plans Won't Close the Retirement Savings Gap Much A TIAA executive says, without more aggressive plan designs, state-run plans will struggle.
Compliance | April 5th, 2016 IRS Offers New Correction for Missed Plan Restatements April 30 is the deadline for employers using preapproved retirement plan documents to sign an updated version.
Ask the Experts | April 5th, 2016 (b)lines Ask the Experts – Why Sponsor So Many Retirement Plans? “I just started to work for a mid-sized health care organization, and it turns out that they have 10 different...
Products | April 4th, 2016 Lincoln Enhances Small-Business 401(k) Solution The enhancements include a broader array of investment options.
Products | March 30th, 2016 Folio/KTRADE Partner to Offer Enhanced Plan Design The partnership will give DC plan sponsors and their advisers a better way to avoid conflicts of interest, manage plan...
Data and Research | March 28th, 2016 Retirement Plan Review Focus Differs with Adviser Use Unfortunately, on the bottom of the list of priorities during plan reviews for both sponsors that work with an adviser...
Products | March 28th, 2016 Prudential to Offer Student Loan Genius to Clients The benefit allows plan sponsors to use student loan repayments as a catalyst to increase retirement savings.