What happens to the 401(k)? Defined contribution decisions during M&A

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPA and David Runsick, QPAThought Leadership

In the whirlwind of corporate acquisitions, the 401(k) retirement plan often gets overlooked, yet it plays a crucial role in the transaction’s success. With fiduciary obligations and compliance responsibilities at stake, understanding how to navigate defined contribution decisions is essential.

Hidden governance risk could upend retirement plans

Lynn Bullard Kennedy, ASA, EA, FCAThought Leadership

In today’s fast-paced work environment, plan sponsors often underestimate the role of institutional knowledge in retirement plan management. When key team members depart, the knowledge gap can threaten both plan compliance and the participant experience. Learn how the right governance framework canclose the succession planning gap.

Are pensions set for a big retirement return in 2024?

Alyssa Place, Editor in Chief at Employee Benefit NewsThought Leadership

Employers are increasingly expanding the options available to help employees save for retirement. But what are they doing to help employees spend those funds responsibly once they leave the workplace?

Is your benefits committee up to par? Here’s how to be sure

Mindy Zatto, FSA, EA, FCA, CPPT and Robin PowellThought Leadership

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

Stephanie Schomer, Editor in Chief of Employee Benefit NewsThought Leadership

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.