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.
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.
CliffsNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation
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.
“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 you need to know about provisions that could have a significant impact on retirement plan compliance.
Student loans can be a distraction that diminishes employee productivity and may prevent employees from achieving their financial wellness goals. In response, employers have recently begun introducing benefit programs designed to assist employees with their student loan debt.
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.