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.
Learn how to best position a frozen DB plan for termination.
The late deposit of employee 401(k) deferrals is among the most common mistakes retirement plan sponsors make. Here’s how to correct it.
To avoid class-action settlements and regulatory penalties that can cost millions, plan sponsors must ensure 401(k) fees are cost-conscious for participants. Here are best practices to consider.
Student loan debt is cited by 1 in 4 people as the reason they’re not saving for retirement. Fortunately, hope is on the horizon. Congress is currently considering two bills that would allow employees to pay off their student loans while saving for retirement at the same time.
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?
“Audit” is practically a four-letter word for plan sponsors, advisers and administrators. But an audit doesn’t have to be a bad thing.
When a plan sponsor (or search specialist working on the plan sponsor’s behalf) squeezes a vendor too tight, the resulting contract may come with an attractive price tag, but it will set plan sponsors up for a downstream nightmare of quality and service issues that negatively impact both plans and their participants.
Congress wants more changes to the U.S. retirement system — and one likely retirement provision could benefit families with student loans, big time.
What you need to know about provisions that could have a significant impact on retirement plan compliance.