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Insights & Guidance from Our Experts

 

Ensure your retirement program aligns with your organization’s culture and objectives, is market-competitive and reduces long-term employee benefit costs.

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4/8/2025
Compliance/Legal
Best Practices to Find Missing Plan Participants

Implement best practices to locate missing retirement plan participants and ensure they receive their benefits.

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3/11/2025
Compliance/Legal
New Year, New Rules: SECURE 2.0 Considerations for 2025

Understand the key SECURE 2.0 provisions that impact your retirement plan and employees in 2025.

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2/11/2025
Compliance/Legal
Best Practices to Keep Your Retirement Plan in Compliance

Are you prepared for an IRS or DOL audit? Learn best practices to keep your retirement plan in compliance and avoid added costs and liabilities.

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1/14/2025
Compliance/Legal
Retirement Plan Outlook: What You Should Know for 2025

Mark your calendar with upcoming compliance deadlines and action items for employer-sponsored retirement plans in 2025.

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12/10/2024
Investments
Guard Against Investment Education Pitfalls

Choosing the right retirement plan recordkeeper helps your employees receive the education and guidance they need to plan for a financially secure life after retirement.

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11/12/2024
Investments
How FOR Can Reduce Plan Liabilities and Improve Participant Outcomes

A fiduciary oversight review helps employers fulfill fiduciary responsibilities and improve retirement plan participant outcomes, while uncovering opportunities to reduce plan liabilities.

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10/29/2024
Defined Benefit/Pension
Is Your Pension Plan’s “Check Engine” Light On?

An independent review of your pension plan allows a different set of eyes to examine your plan, which often means valuable insight into the plan’s health and management. It is like getting a second opinion from a reputable auto mechanic known for expertise and reliable, trustworthy service.

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10/8/2024
Defined Contribution
Are You Getting the Most Out of Your Retirement Plan?

Ensure your retirement program aligns with your organization’s culture and objectives, is market-competitive and reduces long-term employee benefit costs.

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9/19/2024
Defined Benefit/Pension
Hand Off Pension Plan Administration to a Top Expert

Outsourcing your pension plan’s administration offers confidence in knowing your participants are fully supported, and your plan is being administered accurately, efficiently and cost-effectively.

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9/10/2024
Defined Contribution
Rein in Excessive Retirement Plan Fees

Your organization is likely being overcharged for its 401(k) or 403(b) plan — but a fiduciary expense analysis can help fix this.

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8/13/2024
Defined Contribution
Is It Time to Benchmark Your Retirement Plan?

Increase plan participation, enhance employee recruitment and keep workers on track to retire.

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7/10/2024
Defined Benefit/Pension
Pension Risk Transfers Continue to Skyrocket

Pension risk transfer sales continue to break records, as the market grew another $14.2 billion in the first quarter of 2024. If you’ve been contemplating de-risking your defined benefit pension plan, now is the time to develop a successful pension risk transfer strategy.

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7/9/2024
Defined Contribution
How a Bundled Services Approach Can Benefit Your Retirement Plan

Increase savings, employee participation and peace of mind with a bundled retirement plan solution.

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6/11/2024
Defined Contribution
Companies Benefit When Employees Are Financially Healthy

Company-sponsored programs can help prepare workers for a financially secure retirement and help mitigate costs to your organization.

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5/14/2024
Defined Contribution
Employer Support Can Help Employees Attain Financial Wellness

Help your workforce achieve financial wellness and reach their retirement planning goals — which will positively impact your business.

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5/2/2024
Defined Benefit/Pension
Achieve Tax Savings & Wealth Building with DR-VIP

Increase tax-deductible contributions, mitigate risk and minimize costs with a Direct Recognition Variable Investment Plan (DR-VIP).

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4/9/2024
Compliance/Legal
Save Time and Money with Fiduciary Training

Fiduciary training is crucial to understanding your responsibilities to your organization and employees — and to help mitigate risk for the organization.

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3/28/2024
Defined Benefit/Pension
Terminating an Overfunded Pension Plan? Who Gets the Excess?

If a single employer overfunded pension plan is terminating and its participants and beneficiaries are on track to receive full benefits, the employer will likely ask if the excess is theirs.

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3/13/2024
Investments
Help Employees Guard Retirement Savings Against Market Volatility

During unpredictable market conditions, employers and employees can take proactive steps to reduce risk and preserve retirement savings over the long term.

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1/10/2024
Compliance/Legal
Retirement Plan Outlook: 2024 Deadlines and Action Items

Start the new year off right by marking your calendar with upcoming compliance deadlines and action items for single-employer tax-qualified retirement plans.

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12/13/2023
Investments
Quantitative + Qualitative Due Diligence = Best-in-class Retirement Plans

Thorough due diligence helps retirement plan committees properly satisfy fiduciary requirements and mitigate risk.

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11/8/2023
Compliance/Legal
Fiduciary Support Reduces ERISA Litigation Risk

Retirement plan fiduciaries with limited experience and awareness may increase the organization’s litigation risk.

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10/11/2023
Compliance/Legal
Successful Acquisitions Include Thorough Due Diligence

For employers in the process of an acquisition or merger, thorough due diligence of the target company’s retirement plan can help identify potential costly risks and liabilities, compliance issues and other plan concerns.

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9/13/2023
Compliance/Legal
10 Tips for Maintaining Retirement Plans

Organizations should consider applying these 10 best practices to maintain their retirement plans and mitigate fiduciary risk.

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