Showing our Retirement Plan Checkup article library.
Showing entries with the topic “Plan Design”.
18
Mar 2019The Defined Benefit (DB) Lawsuits: Why There May Be Widespread Implications
Several lawsuits have been filed recently claiming that the use of outdated mortality tables led to lower retirement pension plan benefit payments. While these suits were filed against large corporate plan sponsors, they could have far-reaching consequences
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Mar 2019403(b) Retirement Plan Fee Litigation: An Update
More than 20 private universities and five healthcare systems have been sued over retirement plan fees since 2016, making fee litigation an important topic for retirement plan sponsors. We review the common claims of the suits and provide an update on the status of each.
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Mar 2019Trends in Target Date Fund Investing
With the adoption and popularity of target date funds (TDFs) on the rise, the diversity of offerings have grown. We explore the new world of TDFs, the emergence of trends and what retirement plan sponsors can expect to see in the future.
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Feb 2019Permissible Plan Expenses: What Can Plan Sponsors Pay from Retirement Plan Assets?
With the increased focus and litigation surrounding retirement plan fees, plan sponsors need to pay keen attention to any expenses paid from their retirement plan's assets to ensure they are permissible.
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Dec 20182019: The Five Trends for which Retirement Plan Sponsors Should Look
With the holiday season upon us and the New Year fast approaching, it is time to consider what 2019 may bring for retirement plan sponsors. We explore the five trends we predict to be popular in the new year.
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Dec 2018Delivering Retirement Benefits to Healthcare and Higher Education Employees
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.
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Nov 2018Investment Selection and Monitoring Process: A Primer
The ongoing monitoring and selection of investment options are part of a plan sponsor’s fiduciary responsibility. There are many key points a plan sponsor should consider beyond cost and performance (which are important) to maintain a quality investment lineup.
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Nov 2018A Plan Sponsor’s Wellness Mission Spurs Retirement Plan Changes
Learn how Oklahoma State University identified the need for change through a wellness mission on its campus
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Nov 2018Minimum Distribution Problems—Why Most Retirement Plans Have Them and What Can Be Done About It
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that retirement plan participants withdraw at least a small portion of their account balances by April 1st of the year in which they turn 70½ or retire.
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Nov 2018Compliance Alert: The New Hardship Regulations are Here!
As you may be aware from our prior Top of Mind blog entry, the Bipartisan Budget Act of 2018 (more commonly known as the tax reform bill) changed a number of hardship distribution provisions, effective 1/1/2019, that would be applicable to all plans that permit distributions on account of hardship.
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