Showing our 403(b) Curriculum article library.
Showing entries with the topic “Benchmarking”.
28
Oct 2020401(k) Retirement Plan Fee Litigation
The coronavirus pandemic and resulting mandated closures did not slow the volume of 401(k) retirement plan fee litigation during 2020. With more employees at home during a tumultuous year, many individuals had time to spend anxiously watching the volatile markets and ponder their retirement plan per…
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May 2020Secure 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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Apr 2020403(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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Mar 2020Reducing or Eliminating Employer Contributions in Response to COVID-19
The mounting COVID-19 financial implications for organizations are causing some plan sponsors to consider changes to their employer contributions. Here's what plan sponsors need to know about reducing or eliminating them.
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Dec 2019The 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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Nov 2019Case 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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Nov 2019The 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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Oct 2019Fiduciary Breach Lawsuit Issues Explored - Topic #5: No Regular Recordkeeper RFP
With more than 100 lawsuits filed against fiduciaries of defined contribution retirement plans for breach of fiduciary responsibility, litigation has plagued the retirement plan industry over the past decade.
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Sep 2019Case Study: Focused on Fees, Fairness, and the Future
Learn how WPI's focus on reducing fees, fairly allocating costs, and structuring their plan thoughtfully has helped to position their employees for successful retirements.
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Aug 2019Case 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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