Showing our Retirement Plan Checkup article library.
Showing entries with the topic “Plan Design”.
15
Aug 2018Collective Investment Trusts (CITs): An Investment Persepctive
Collective Investment Trusts (CITs) offer some potential benefits to retirement plan participants over traditional mutual funds. On the surface, mutual funds and CITs appear to be very similar in that they are both pooled buckets of investments. However, CITs can provide some cost and operational ef…
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Jun 2018Socially Responsible Investing: What Retirement Plan Sponsors Need to Know
Interest in environmental, social and governance (ESG) investing has soared, however, the way in which retirement plan sponsors approach ESG-focused investment strategies can be a point of confusion. We explore the latest DOL guidance and the key issues of which plan sponsors need to be aware.
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Jun 2018Distribution Confusion: The Difference Between Plan Types
Plan sponsor confusion over amending retirement plan distribution restrictions appears to be growing, particularly because some are finding that they are unable to amend their plan in the desired fashion due to IRS code restrictions on distributions. The confusion may reflect a lack of understanding…
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May 2018Multiple Employer Plans (MEPs): Important Considerations
MEPs have been in the news lately, particularly as plan sponsors seek to protect themselves from litigation related to fees and fund offerings by joining forces with other employers to achieve economies of scale. What must employers consider before joining an MEP?
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Apr 2018403(b)s Are Not 401(k)s: Higher Education Organizations Come to the Defense of 403(b) Plans
In a recent amicus brief, higher education membership associations came to the defense of 403(b) plans in general, asserting that 403(b) plans are very different from their 401(k) counterparts.
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Apr 2018Dissecting Retirement Plan Lawsuit Issues
The steady stream of retirement plan lawsuits filed over the past decade have plan sponsors of all sizes and organization types on edge.
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Mar 2018The Impact of Inflation on Retirement Plan Investing
With inflation potentially on the rise, retirement plan sponsors should be aware of the affect it can have on retirement plan investments and how they can help protect participants.
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Dec 2017Five Trends for Retirement Plan Sponsors in 2018
With the holiday season upon us and the New Year fast approaching, we explore five trends that will be popular with retirement plan sponsors in 2018.
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Nov 2017Fiduciary Considerations When Adding and Reviewing Managed Accounts
Managed accounts offer retirement plan participants a personalized investment strategy based on their own individual situation. However, as plan sponsors review the benefits of adding managed accounts to their retirement plans, there are ever-present fiduciary considerations which must be addressed.
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Sep 2017Financial Wellness in the Workplace: A Study of Healthcare Organizations
Wellness in the workplace is an important topic for employees and employers alike. As employer awareness of the benefits associated with a healthy employee population rises, so too does the focus on programs and initiatives to support employees.
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