Plan Administration Insights

Cybersecurity Considerations for Plan Sponsors

Across the retirement industry, technology and digitization are delivering significant enhancements for participants and plan sponsors. But the increasing usage and reliance on technology come at an additional cost — cybersecurity.

PPP Loan Forgiveness and Business Owner Retirement Contributions

One of the six areas of spending that qualifies for PPP Loan forgiveness is employer retirement contributions. Thus, many business owners are looking to accelerate company contributions during the eight weeks following receipt of the funds. But there’s a catch.

Key Considerations for Suspending Employer 401(k) and 403(b) Contributions

In these unprecedented and uncertain economic times, many plan sponsors are looking at ways to conserve cash and control spending. One strategy some plan sponsors may consider is a suspension, reduction, or delay of employer contributions to its retirement plan

Always Look on the Bright Side (read that without whistling!)…

When we see what seems like the entire investing world taking a view opposite of what the overwhelming odds tell us about markets long-term, we thought it would make sense to highlight some of the positive news out there that you may not be hearing.

The SECURE Act of 2019 – What You Need to Know

The Act introduces many tax law changes and is the most significant retirement-related legislation in almost 15 years. Here are a few of the more salient provisions.

Using Behavioral Finance to Drive Retirement Outcomes, Part 4

In this fourth and final post of the series, I want to take a look at participant investing trends and keys to successfully implementing an automatic features program for your plan.

Using Behavioral Finance to Drive Retirement Outcomes, Part 3

Let's start looking at the data around automatic plan features and how pulling these levers can get people on the path to retirement success.

Using Behavioral Finance to Drive Retirement Outcomes, Part 2

In this post, I will present you with compelling research and evidence on the behavioral and psychological barriers to saving and projected retirement income replacement rates.

Using Behavioral Finance to Drive Retirement Outcomes, Part 1