Optimism: Five Years Out?
What’s ahead for retirement plans? While there’s lots of worry about cybersecurity, plan leakage, and, the lingering impact of the current tsunami of ERISA litigation, industry experts see bright spots when looking ahead. More…
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Endless Responsibility Lists?
That’s what retirement industry experts say plan sponsors are confronting amid rising expectations for keeping retirement accounts safe. As Michael Bonfante, Business Development Manager at Colonial explains in FiduciaryNews: “Since the DOL’s release of…
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Plan Sponsor Worry List
Plan Sponsor Worry List Retirement plan sponsors across the country find themselves with ever more to do—and worry about—especially in small businesses. Striving to provide employees with better benefits, keep up with regulations, address cybersecurity…
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ERISA 104b Requests?
Retirement plan participants have the right to request plan documents and information. When they make a request, it’s important to respond in a timely manner—and to keep a record of doing so. Pay attention…
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Public Leaders Agree: Securing Retirement
The Senate’s Health, Education, Labor and Pensions Committee (HELP) has advanced the RISE and SHINE Act aimed at improving retirement security. It is anticipated that the Senate Finance Committee will now add to the…
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Are We There Yet?
Despite the hard work of retirement plan sponsors across the country, only a relatively small percent of Americans have financial plans for retirement. Meanwhile, only a tiny percentage of those who have retired describe…
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Greenwashing?
False and exaggerated information about the environmental, social and governance (ESG) merits of investment options have gotten the attention of the Securities and Exchange Commission (SEC). Plan sponsors: are you sure you know what’s…
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Blame: How About The Plan Sponsor?
A rising market is no longer a sure bet—and that, of course, makes retirement plan participants uneasy. It’s human nature to look for someone to blame for losses. When retirement is not secure, who’s…
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Market Volatility and Retirement Plans
Market Volatility and Retirement Plans Market volatility makes everyone nervous. Retirement industry executives suggest that now is a great time for plan sponsors to double down on efforts to communicate and share educational information with…
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