Experts from across the retirement industry — including SBA’s Jay Schmitt — share their perspectives on retirement readiness and overall financial wellness.
Is unlimited time off the right PTO approach?
Unlimited PTO is gaining popularity as a way to attract and retain talent. But switching from accrued time off to unlimited time off may not be the best choice for everyone, and the change isn’t always easy. Here are some tips for a smooth transition.
Strategic asset decumulation: The key to predictable lifetime income for participants
Helping DC plan participants reach their retirement funding goals is only half of the picture. Learn why and how plan sponsors can help participants efficiently transition to decumulation.
SECURE 2.0: Guidance for retirement plan sponsors for 2023, 2024 and beyond
The question is not whether the new legislation impacts plan sponsors, it’s which of the more than 90 provisions apply to them and when do they take effect.
New outline of SECURE 2.0 provisions offers guidance for plan sponsors
CliffsNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation
Is your benefits committee up to par? Here’s how to be sure
To defend themselves against ERISA violations, plan sponsors need to understand their fiduciary obligations. As the parties generally responsible for plan oversight, benefits committees play a central role in minimizing compliance risk.
Advisers in conversation: Creating lifetime income in retirement
SBA founding principal Mindy Zatto joins Ted Benna, who designed and implemented the first 401(k) savings plan, for a discussion on the future of retirement savings plans and how plan sponsors can help close the participant education gap.
Ask an Adviser: Can terminating a defined benefit plan be more seamless?
Learn how to best position a frozen DB plan for termination.
4 ways plan participants and vendors can help improve cybersecurity
In a world of mounting cybersecurity threats, participants and vendors must play their part in warding off catastrophic attacks. Here are four strategies that can help.
Time well spent: Optimizing time away from work administration
Here are some considerations for plan sponsors as they seek to streamline TAFW processes.