Retirement plan design best practices
6 min read
Retirement plan design consulting for health care organizations
Designing a retirement plan that helps all health care workers save for retirement can be challenging. Using ownership structure and tax status, Marc Howell presents plan designs to help participants save more, pass nondiscrimination testing, and watch the bottom line.
5 min read
Retirement disruptors to watch by 2030
Transformation of the retirement industry is underway. Explore how to get ready for the demands of Gen Z, new retirement investments, and phased retirements.
Pension plan insights
IBM’s bold cash balance move—does stronger DB funding status offer more options to others?
The economy has changed to be generally favorable to defined benefit (DB) plans—leading at least one company (IBM) to make changes. Is it time to revisit the goals and strategies of a DB plan?
5 min read
Annuity buy-ins: It’s time to explore a new pension risk management option
A comparison of the risk management options for defined benefit plans: liability- driven investing, annuity buy-outs, and annuity buy-ins.
Retirement legislation and regulation
7 min read
What does the SECURE 2.0 Act of 2022 mean for employers?
Find answers to trending questions and answers about the SECURE 2.0 Act of 2022, including required minimum distributions (RMDs), Roth catch-up contributions, hardship self-certification and more.
SECURE 2.0 Act: IRS offers updated guidance to new retirement rules
The latest IRS guidance on the SECURE 2.0 Act of 2022. Get clarity on 401(k) auto enrollment and escalation, using financial incentives, and treating certain funds as Roth contributions.
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