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3(16) Retirement Plan & Customer Liaison Compass
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Retirement Plan Administrator (Part-Time) Accelefund, Inc.
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Participant Services & Operations Coordinator Pentegra
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Free Newsletters
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-- An attorney subscriber
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Search the News Archive
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22 Matching News Items |
| 1. |
Conrad Siegel Actuaries
Dec. 2, 2025
"Coverage decisions should align with fiduciary obligations to balance cost with access to care. Keep in mind that the questions (and potential options) may change depending on how your plan is funded (fully insured, self-funded, etc.), the goals and objectives of your benefit offerings, and the current/projected utilization of these prescription drugs for your plan. Here are some key questions to ask your plan advisors, insurers, and PBMs (pharmacy benefit managers)."
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| 2. |
Conrad Siegel Actuaries
June 3, 2025
"Cultural resistance, administrative concerns, and fear of employee pushback are the top reasons for avoiding automatic features.... [It's] not easy making a change that will impact your employees. However, we should ask ourselves, are we holding them back from a more financially secure retirement?"
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| 3. |
Conrad Siegel Actuaries
Feb. 18, 2025
"[T]he amount you need depends on several factors, including your lifestyle, expected expenses, and other income sources like Social Security or pensions.... [1] Income replacement ratio ... [2] Detailed expense analysis ... [3] The 4% rule & guardrails approach."
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| 4. |
Conrad Siegel Actuaries
Sept. 18, 2024
"[It's] important to know the different roles of providers within a retirement plan.... This can get increasingly complex if you offer more than one plan.... Once you understand the roles and responsibilities within a plan, you can explore the benefits of potentially consolidating providers into just one or two organizations that can streamline the operations for your plan."
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| 5. |
Conrad Siegel Actuaries
Sept. 18, 2024
"When managing retirement plans, the choice between daily and balance forward recordkeeping is an important consideration. Both methods have their advantages, but many modern-day plans are shifting towards daily recordkeeping for its distinct benefits. Here we look at the differences between the two, the potential advantages of daily recordkeeping, and what a transition process might look like."
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| 6. |
Conrad Siegel Actuaries
June 20, 2024
"Effective management of Other Investments within an ESOP is important for protecting participants' financial futures and fulfilling fiduciary duties. Recent litigation further highlights the risks of an overly conservative investment approach and the importance of aligning investment strategies with the best interests of participants."
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| 7. |
Conrad Siegel Actuaries
Feb. 29, 2024
"Before SECURE 2.0, an employer had to wait until the end of the year to switch from a SIMPLE IRA to a 401(k) plan.... Now, under SECURE 2.0, an employer can replace its SIMPLE IRA with a safe harbor 401(k) at any point during the year. For a mid-year transition, the employer contribution obligation for the year is prorated. Any employee SIMPLE IRA deferrals count toward the 401(k) limit."
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| 8. |
Conrad Siegel Actuaries
Sept. 22, 2023
"Plan Sponsors want to know how their menu looks compared to peers. There are two primary reasons for this. First, a retirement plan is used as a retention tool and sponsors want to make sure they are competitive with their offering. Second, sponsors have a fiduciary responsibility and want to be in-line with industry standards. [This article highlights] a few aspects of the menu that ... are not only interesting but important considerations for a fiduciary.... It's important to remember that there is not a one-size-fits-all investment lineup."
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| 9. |
Conrad Siegel Actuaries
June 19, 2023
"A new study finds that the ongoing economic environment continues to heighten pressures for employees, who are turning their attention to their employer benefits for educational support.... What topics should be covered for employees? ... How should education and wellness be delivered to participants?"
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| 10. |
Conrad Siegel Actuaries
Sept. 20, 2022
"In times of extreme market volatility such as we are experiencing currently, past performance could turn on a dime. It's not uncommon for non-index funds to perform several percent below their benchmark due to their security selection and sector weightings. We have seen category ranking moves from mid-30's to mid-70's within one quarter. Looking solely at past investment returns may lead to premature decisions which could negatively impact a plan's long-term investment strategy."
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