Advisers in conversation: Creating lifetime income in retirement

Stephanie Schomer, Editor in Chief of Employee Benefit NewsThought 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.

Why you should encourage ‘mini’ retirement plan audits

Robin PowellThought 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.

Plan sponsors should do their homework before offering student loan assistance

Jay Schmitt, ASAThought Leadership

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.

Here’s how to create a SECURE Act plan of action

Leslie Olds, FSA, EA, FCA, MAAAThought Leadership

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.