403(b) Curriculum Library


Showing entries with the topic “Benchmarking”.

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27

May 2020

Secure Act Deep-Dive: Inclusion of Part-Time Employees

Many of the SECURE Act provisions seek to expand retirement plan coverage for Americans. This includes the new requirement for 401(k) plans to permit long-term part-time employees the right to make elective deferrals. While this is a positive step for employees, for retirement plan sponsors, it is l…

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28

Apr 2020

403(b) Retirement Plan Fee Litigation | April 2020 Update

Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. Since our last comprehensive update on the status of 403(b) retirement plan lawsuits, there have been some significant updates: The George Washington University litigation appeal was denied, as was the Northwe…

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18

Dec 2019

The Top Retirement Plan Trends for 2020

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2020 may bring for retirement plan sponsors. We explore some of the retirement plan trends that are likely to be popular next year.

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25

Nov 2019

Case Study: Making a Strong Plan Stronger

SRC, a not-for-profit research and development organization, set out to improve their retirement plan benefit, ultimately reducing administrative costs by 54%, streamlining the investment lineup and improving employee communication and education - all without converting recordkeepers

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25

Nov 2019

The Fiduciary Breach Lawsuits: Lessons Learned

Over the past few months, we launched an in-depth exploration into the claims of the fiduciary breach lawsuits. We highlight the issues, the litigation outcomes and the key take-aways for retirement plan sponsors in a recap of the series.

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23

Aug 2019

Case Study: Growth through Acquisition and the Impact on Retirement Plans

The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees

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18

Jun 2019

Fiduciary Breach Lawsuit Series

With more than 100 lawsuits filed against the fiduciaries of defined contribution retirement plans for breach of their responsibilities, litigation has plagued the retirement plan industry over the past decade. The claims in these lawsuits cover a broad range of topics and issues related to actions …

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