Advisers in conversation: Creating lifetime income in retirement

Stephanie Schomer, Editor in Chief of Employee Benefit News Thought 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.

Ask an Adviser: How can employees pay off student loans and still save for retirement?

Robin Powell Thought Leadership

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.

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.

What happens when you squeeze a vendor too tight

Andy Adams and Jay Schmitt, ASA Thought Leadership

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.