Showing our Corporate Retirement Insights article library.
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Dec 2018The Proposed Hardship Distribution Regulations: Some Misconceptions
The proposed hardship regulations were issued less than a month ago, but there already appears to be a lot of misunderstanding among plan sponsors and those who work with them. Based on the numerous questions we’ve received these past few weeks, it appears that the biggest misconceptions are as fol…
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Nov 2018Why Now Might Be the Time to Eliminate a Hardship Distribution Provision
In my experience, most of the retirement plans that are eligible to maintain a hardship distribution provision (defined benefit and money purchase plans cannot, and 457(b) plans can only permit distributions for unforeseeable emergencies, which are a different animal entirely) do indeed allow funds …
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Nov 2018Please Give This to Any 20-something Who is Not Saving for Retirement
In this week's Top of Mind, Mike Webb strongly urges people to start saving for retirement prior to age 30.
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Nov 2018Casualties of the Retirement Plan Recordkeeping Fees Race to the Bottom
In this week's Top of Mind, Mike Webb explains why the current pricing environment of retirement plan recordkeepers may be harmful in the long-run.
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Oct 2018Surprise--Your Retirement Plan Participants May Be Hiring Advisors and Using Plan Assets to Pay for Them
In this week's Top of Mind, Mike Webb discusses retirement plans that allow participants to hire individual advisors and pay them using plan assets.
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Oct 2018Budgeting and Retirement Plan Engagement
In this week's Top of Mind, Mike Webb shares how some retirement plan recordkeepers are using budgeting portals to help plan participants save more for retirement.
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Oct 2018Don’t Pay Full Price!
In this week’s Top of Mind, Mike Webb discusses how utilizing cost saving apps can help make saving for retirement more affordable.
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Oct 2018Yes, I Know You Don’t Want to Conduct a Retirement Plan Recordkeeper RFP. But Here’s Why You Should.
In this week's Top of Mind, Mike Webb explains why plan sponsors can benefit from going through the RFP (request for proposal) process.
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Sep 2018Does Saving for Retirement ALWAYS Make Sense? Some Top of Mind Reader Feedback
In this week's Top of Mind, Mike Webb summarizes a reader's detailed response to a recent Top of Mind post on when saving for retirement might not make sense.
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Sep 2018Some Top of Mind Thoughts on President Trump's Retirement Executive Order
On August 31st, the Friday before Labor Day; President Donald Trump signed an executive order; that if fully carried out, could provide for some significant changes to retirement plans.
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