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
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.
What it would really take for a pensions comeback
Recent headlines have signaled renewed employer interest in defined benefit (DB) plans, especially after IBM decided to restore its pension plan. But are pensions really poised for a comeback?
Are pensions set for a big retirement return in 2024?
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?
3 ways to make this open enrollment the best yet
Whether your annual benefits open enrollment is 9 months or 90 days away, focusing on these three areas can help ensure its success.
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.










