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Learn how the University of Pittsburgh created a best-in-class retirement plan program as part of a large-scale focus to provide better services, communications, and outcomes to nearly-25,000 retirement plan participants.Read more
Several lawsuits have been filed recently claiming that the use of outdated mortality tables led to lower retirement pension plan benefit payments. While these suits were filed against large corporate plan sponsors, they could have far-reaching consequencesRead more
More than 20 private universities and five healthcare systems have been sued over retirement plan fees since 2016, making fee litigation an important topic for retirement plan sponsors. We review the common claims of the suits and provide an update on the status of each.Read more
With the adoption and popularity of target date funds (TDFs) on the rise, the diversity of offerings have grown. We explore the new world of TDFs, the emergence of trends and what retirement plan sponsors can expect to see in the future.Read more
With the increased focus and litigation surrounding retirement plan fees, plan sponsors need to pay keen attention to any expenses paid from their retirement plan's assets to ensure they are permissible.Read more
With the holiday season upon us and the New Year fast approaching, it is time to consider what 2019 may bring for retirement plan sponsors. We explore the five trends we predict to be popular in the new year.Read more
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.Read more
The ongoing monitoring and selection of investment options are part of a plan sponsor’s fiduciary responsibility. There are many key points a plan sponsor should consider beyond cost and performance (which are important) to maintain a quality investment lineup.Read more
Learn how Oklahoma State University identified the need for change through a wellness mission on its campusRead more
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that retirement plan participants withdraw at least a small portion of their account balances by April 1st of the year in which they turn 70½ or retire.Read more