Governance basics every plan sponsor should know

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPA and Leslie Olds, FSA, EA, FCA, MAAA Thought Leadership

How do plan sponsors operate and administer employee benefit plans in a manner that is both effective and compliant with applicable regulatory and fiduciary obligations?

Why you should encourage ‘mini’ retirement plan audits

Robin Powell Thought Leadership

“Audit” is practically a four-letter word for plan sponsors, advisers and administrators. But an audit doesn’t have to be a bad thing.

How to tell if you’re paying reasonable fees for actuarial services

Leslie Olds, FSA, EA, FCA, MAAA Thought Leadership

As a defined benefit (DB) plan sponsor, it can be difficult to determine whether the fees you are paying for actuarial services are reasonable. Here are some ways to evaluate whether actuarial fees are in line with the services provided.

Preventive maintenance is key to retirement plan health

Jay Schmitt, ASA Thought Leadership

Periodic checkups can keep plans running smoothly and help plan sponsors identify issues early, before those become difficult and expensive to correct. Such audits come in two varieties—transactional audits and operational audits.

How to walk the line with pension overpayments

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPA and Mary Shah, FSA, EA, FCA Thought Leadership

SBA principals Mary Shah and Mindy Zatto discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.

Safeguarding DC plan data is about more than cybersecurity

Andy Adams and Jay Schmitt, ASA Thought Leadership

The onus of safeguarding plan participants from fraud does not fall solely on the recordkeeper. Both DC plan sponsors and recordkeepers need to agree on fraud-resistant processes that are clearly documented, rigorously implemented and consistently followed. Here are a few tips.