Opinions

US SIF’s Lisa Woll provides examples of strategies public pension funds are using to incorporate environmental, social and governance (ESG) investing with retirement funds and other assets.

Mary Shah and Mindy Zatto, from Strategic Benefits Advisors, discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as...

There is more to life than saving for retirement, says Michael Barry, president of October Three (O3) Plan Advisory Services LLC, and he foresees a new model where...

Bruce Ashton, with Drinker Biddle & Reath, discusses the fiduciary risk defined contribution (DC) plan sponsors could face when participants default on plan loans.

Andrew Zito, with LAMCO Advisory Group, discusses common criticisms of plan sponsors when considering auto features and ways they can use auto features to maximize participation and participant...

Jellyvision’s Bob Armour discusses how to make finance-related benefits guidance a part of a plan sponsor’s financial wellness platform.

Neal J. Shikes, The Trusted Fiduciary, and Andrew L. Oringer, Dechert LLP, discuss how establishing and documenting prudent methodologies to make all major decisions—i.e., showing a focus on...

Michael Barry, president of O3 Plan Advisory Services LLC, discusses the inconsistencies in the Department of Labor’s (DOL)’s theory of retirement plan sponsor fiduciary responsibility, especially with respect...

Diane Wasser, with EisnerAmper LLP, discusses basic best practices or recommendations that are often overlooked, which can lead to deficiencies in retirement plan management.

Lauren Meyer and Kevin Morrison, River and Mercantile Solutions, discuss critical areas to consider in order to determine defined benefit plan termination readiness, and provide case studies as...

Michael Barry, president of O3 Plan Advisory Services LLC, discusses when taking a lump-sum payment instead of continuing an annuity is—and is not—a good idea for retirees.

Brett Wander and Jake Gilliam, with Charles Schwab, remind retirement plan sponsors what to consider when evaluating bond funds.

Toni Brown, with Capital Group, discusses how retirement plan sponsors can help participants in retirement stay properly invested while decumulating their assets.

Pierre Couture and Brett Cornwell, with Voya Investment Management, discuss the increase in BBB bond issuance and how this affects credit risk mitigation for defined benefit (DB) plan...

Ask several retirement plan professionals, “How much income in retirement is enough?” and one may get several answers. Michael Barry, president of O3 Plan Advisory Services LLC, discusses...

Andy Adams and Jay Schmitt, with Strategic Benefits Advisors, discuss what makes retirement plan data vulnerable and actionable steps to protect it from fraud.

Jonathan Barry, MFS Investment Management, discusses key trends retirement plan sponsors may expect to see this year, as well as issues they may face and thoughts about how...

Andrew S. Zito, with LAMCO Advisory Services, offers tips for organizing and implementing the best retirement plan provider request for proposals (RFP) process.

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses how employers balance the various needs of employees with which benefits to offer.

Gathering the right data and setting specific goals helps employers build a relevant financial wellness program for employees, according to Carrie Alexander and Tom Swain, with Findley.