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With the holiday season upon us and the New Year fast approaching, it is time to consider what 2021 may bring for retirement plan sponsors. We share some of the trends that we predict will be popular in the New Year.Read more
With the growing interest and recent outperformance of ESG funds, the DOL's proposed rule had many concerned about the future of ESG investments in retirement plans. However, the Final Rule made not one mention of ESG, at all. So, what happened to the DOL's ESG Rule?Read more
The proposed Securing a Strong Retirement Act of 2020 comes on the heels of the landmark SECURE Act. Will this bipartisan-proposed legislation help continue to propel the retirement plan industry forward? And what does it mean for plan sponsors and participants?Read more
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…Read more
The recent outperformance of sustainable portfolios and increasing demand from investors has lead to the growing popularity of ESG Investing. We explore the basics and challenges of ESG Funds and what their future in retirement plans may hold.Read more
In the first half of 2020, the global pandemic has created major challenges for colleges and universities. Learn more about the hot topics for higher education retirement plan sponsors and what they mean in terms of plan compliance in our webinar.Read more
Employee financial wellness has become an increasing concern for many employers, particularly in industries and fields that require advanced degrees, where organizational staff may be saddled with significant student loan debt. Debt from educational expenses, along with other types of debt (e.g., cr…Read more
Private equity may offer a stream of returns that could enhance the returns of a typical stock and bond portfolio, particularly in the current market environment. With new guidance from the DOL, will private equity be coming to defined contribution retirement plans soon?Read more
The SECURE Act, in addition to increasing access to tax-advantaged retirement plan accounts, is also aimed at preventing Americans from outliving their assets. Thus, the legislation opens the door for annuities that offer guaranteed income in retirement through various annuity-friendly provisions. …Read more
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.Read more