Opinions

A distress termination may be a viable option for financially challenged employers that need pension funding relief but want to avoid bankruptcy.

Marcia Wagner, founder of The Wagner Law Group, answers questions about the IRS’ guidance about mortality tables that apply for the purposes of minimum funding for DB plans.

Michael Barry, president of the Plan Advisory Services Group, discusses the growing number of “gig” workers—both retired and not—and how there is now a great need for retirement...

Many may need to set up an emergency fund or pay off debt first.

Michael Barry, president of the Plan Advisory Services Group, discusses the efforts—or lack thereof—of the Trump DOL regarding the fiduciary rule and other initiatives.

Toni Brown, senior vice president, Retirement Strategy, Capital Group, says a plan sponsor with a clearly defined objective for its defined contribution (DC) plan will be better positioned...

Marcia Wagner, founder of The Wagner Law Group, answers questions about the PBGC’s Plan Sponsor Pilot Mediation Project.

Michael Barry, president of the Plan Advisory Services Group, discusses how what was not included in the tax reform bill signals optimism for the U.S. retirement plan system.

Michael Schultz, RFC, CFS, president, Venn Wealth & Benefit Services discusses variables that should be considered when doing due diligence on TDFs.

Participants’ desire to invest according to faith-based principles can be a tricky proposition for employers that manage a retirement plan.

Many current 401(k) engagement strategies ignore those employees who would like to save in a 401(k) but feel as though they can’t.

Michael Barry, president of the Plan Advisory Services Group, discusses how the accounting measures for multiemployer plans contributed to their current crisis.

Robert C. Merton, Ph.D., and Arun S. Muralidhar, Ph.D., discuss how Standard of Living indexed, Forward-starting, Income-only Securities can address the call for in-plan retirement income solutions.

During open enrollment and beyond, employers’ and their advisers’ conversations about engagement in consumer-driven health care needs to change significantly.

Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.

Andrew S. Zito, executive vice president, Retirement Plan Services of the LAMCO Advisory Services, discusses the considerations for helping foreign nationals decide whether to participate in a company’s...

John Lowell, Atlanta-based partner and actuary for October Three, shares solutions for health care organizations to possibly decrease their PBGC premium payments.

Ultimately, a true revolution in financial fitness requires a “triple play”—that is, a combined approach between governments, employers and employees.

Michael Barry, president of the Plan Advisory Services Group, discusses what is at stake for retirement savings in tax reform.

Within the context of equity compensation, financial wellness programs can go a long way to help employees work toward their long-term financial goals.