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
Ask an Adviser: Can terminating a defined benefit plan be more seamless?
Learn how to best position a frozen DB plan for termination.
Why you should encourage ‘mini’ retirement plan audits
“Audit” is practically a four-letter word for plan sponsors, advisers and administrators. But an audit doesn’t have to be a bad thing.
This retirement change Congress is considering will help many families struggling with student loan debt
Congress wants more changes to the U.S. retirement system — and one likely retirement provision could benefit families with student loans, big time.
A closer look at SECURE Act 2.0’s less-talked-about provisions
What you need to know about provisions that could have a significant impact on retirement plan compliance.
Here’s how to create a SECURE Act plan of action
Given the SECURE Act’s broad scope and nuanced provisions, how should plan sponsors prioritize their responsibilities under the new law? Here’s a systematic approach for developing a SECURE Act plan of action.
Preventive maintenance is key to retirement plan health
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.