Strategic Benefits Advisors article graphic, showing a hand placing a bright blue puzzle piece labeled "401K" into a missing slot of a white jigsaw puzzle.

The pros and cons of a PEP for larger employers

Jay Schmitt, ASAThought Leadership

Pooled employer plans (PEPs) have earned their reputation as a practical solution for smaller employers. But as adoption grows, larger, more sophisticated retirement plan sponsors have started wondering whether a PEP might work for them, too.

Strategic Benefits Advisors article graphic regarding hidden retirement plan governance risks, featuring a yellow warning exclamation point sign and a falling-person warning sign set against a backdrop of steep mountain peaks.

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 can close the succession planning gap.

The hidden pitfalls of DIY benefits implementations

Kim ShumateThought Leadership

Successfully implementing a new health and welfare benefits administration system is a complex, high-stakes process that requires careful planning, thorough data validation, and expert coordination across multiple vendors. Plan sponsors who attempt to manage this transition alone often face significant challenges.

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.