
PLANSPONSOR
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The premier information source for retirement plans/benefits in the U.S.
New York, NY
Joined March 2009
Missed this year's PLANSPONSOR National Conference? Check out all the highlights from our 16th annual gathering, available now.
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In case you missed it, here’s a look into our 16th annual gathering.
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Thinking about portfolio accumulation strategies? Look at real estate investments.
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J.P. Morgan Asset Management says participants with a 10% exposure to real estate can expect a 10% greater ending balance at retirement.
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Plan sponsors aren't required to have an investment policy statement, but it is considered a prudent practice.
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A properly drafted investment policy statement can offer guidelines and protection for plan sponsors—if it is followed.
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QDIAs are soluble options to create portfolio growth for DC plan participants while protecting plan fiduciaries.
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Introduced as part of the Pension Protection Act of 2006, plan sponsors must follow certain rules to get the fiduciary protection that comes from offering qualified default investment alternatives.
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A new ruling in an ERISA fiduciary breach lawsuit targeting the Land O’Lakes dairy company grants some elements of the defense’s motion to dismiss, while rejecting others.
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The mixed ruling comes in response to the Land O’Lakes defendants’ motion to dismiss the suit based on a lack of subject matter jurisdiction and failure to state a plausible claim.
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Raising the federal minimum wage to $15 an hour would increase financial security for low-wage workers, but some argue it would also have a negative effect on businesses.
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Opponents say small business could suffer and cut benefits, such as employer contributions to retirement plans, as a result of a $15 minimum wage.
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Black Americans have been disproportionately impacted by COVID-19—and that’s also affected their spending and savings habits.
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The racial wealth gap underscores a need for financial education and access to advice—something retirement plan sponsors can provide.
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Employers are increasingly offering retirement benefits that focus on financial success in all areas of employees’ lives.
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Holistic retirement programs, which include financial wellness, health and voluntary benefits, put employees in a better position to reach their long-term goals.
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Provider choice in K-12 403(b) plans leads to increased participation, higher annual contributions and higher median account balances, according to research by @EquitableFin.
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Relationships are important, especially considering the differences between the K-12 403(b) market and other DC plan markets.
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A recent @DeptofDefense report found that a quarter of military spouses are unemployed—a rate roughly four times the national average.
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Spouses of service members face unique challenges in the workforce, including unemployment and relocations, that can make it difficult to save in retirement plans.
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New research from @pgim found that despite having the ability to bring more sophisticated investment options to plan participants at institutional pricing, most DC plan sponsors have chosen not to do so.
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Plan sponsors’ view of participants’ investment sophistication and recent regulations could have something to do with it.
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the volatile equity market, an expectation of lower future returns and the low interest rate environment have led many financial professionals to suggest the traditional 60/40 portfolio is no longer effective for retirement plans.
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Defined benefit plan sponsors need to look at different tools for making their liability-driven investing strategies more efficient, and they should re-evaluate their glide path triggers.
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Before constructing a retirement plan investment menu, plan sponsors must ask themselves whether investments that use active or passive management, or a mix of each, are best for their plans and participants.
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Knowing how each type of investing works, as well as their advantages and disadvantages, can help retirement plan sponsors construct appropriate investment menus.
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Wagner Law Group appoints partner, PCS Retirement acquires ABGRM, and BNY Mellon announces new additions.
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Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and BNY Mellon announces new additions.
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A NIRS study finds continued DB plan offerings and annuity payments can support local, state and national economies.
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In addition to providing a secure source of retirement income for employees, a report shows benefit payments support the economy and contribute to job growth.
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If there is one thing that retirement plan experts can agree on when it comes to PEPs that are starting to hit the market this year, it's that they are going to continue to grow in prominence.
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Retirement plan experts offer advice to employers that are considering whether they should move to a pooled employer plan or stick with their single-employer plan.
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When paper documents are overwhelming, electronic records can be a safe and convenient fix—as long as employers follow proper guidelines.
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Electronic filing is popular, but benefit plan sponsors need to know the rules about what documents can be stored digitally and how.
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Millennials favor ETFs more than other generations, according to a @CharlesSchwab report about trends in retirement plan SDBAs.
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Exchange-traded funds offer benefits for both DB and DC plan investors, and, with advanced technology in recordkeeping systems, sources foresee a growing use of ETFs in DC plans.
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Plan sponsors must establish who will be responsible for plan administration and plan and investment decisions.
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Why plan sponsors need a committee, what committees do and who to appoint to a committee.
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