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.

Plan sponsors should do their homework before offering student loan assistance

Jay Schmitt, ASA Thought 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, MAAA Thought 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.