Featured Jobs
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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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BPAS
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Retirement Plan Consultants
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Southern Pension Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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July Business Services
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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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15 Matching News Items |
| 1. |
FiduciaryAdvisors LLC
Nov. 12, 2025
"While the ongoing evolution and adoption of PEPs is worth monitoring, the trade-offs in flexibility, governance, and investment access may in some cases outweigh the benefits of a more tailored and flexible structure. Employers, for example, can also ease fiduciary burdens and lower costs through options like hiring a 3(38) investment manager, adding a 3(16) plan administrator, or incorporating CITs into their lineup — without needing to join a PEP."
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| 2. |
FiduciaryAdvisors LLC
Nov. 6, 2025
"Forward-thinking plan sponsors can respond with non-fiduciary plan design and education strategies ... Sidecar emergency savings.... Student loan repayment benefits ... Retirement reboot campaigns.... Targeted financial wellness.... Sponsors that look beyond the averages -- analyzing specific participant segments and approaching engagement creatively -- can help shift mindsets and narrow participation gaps."
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| 3. |
FiduciaryAdvisors LLC
Sept. 29, 2025
"[1] Legislation: Implications of Social Security shortfall projections ... [2] Location: The geography of affordability ... [3] Longevity: A blind spot with real consequences."
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| 4. |
FiduciaryAdvisors LLC
Sept. 22, 2025
"Plan sponsors have a critical opportunity to support late-career workers' retirement planning efforts by providing relevant tools and communication strategies that help them make more informed choices during these critical years. [1] Promote 'super catch-ups.' ... [2] Turn attention to income.... [3] Support phased retirement.... [4] Support financial wellness for 60-somethings.... [5] Educate on Social Security timing.... [6] Prepare for Roth catch-up rules affecting older, higher earners."
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| 5. |
FiduciaryAdvisors LLC
Sept. 9, 2025
"Under current tax law, plan sponsors have few options for utilizing surplus assets ... [T]wo new proposals ... may provide an alternative path forward.... The first proposal would permit companies to transfer excess assets from an overfunded DB plan into a DC plan, such as a 401(k), for the benefit of current employees. ... The second proposal ... recommend[s] that employers be allowed to redirect surplus assets from overfunded DB plans to help cover health care benefits for active employees."
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| 6. |
FiduciaryAdvisors LLC
Aug. 21, 2025
"Nearly a quarter of all Gen Z employees aren't enrolled in a company retirement plan ... That's three times the rate of millennials, Gen X, and Boomers.... [1] Tailor plan design.... [2] Use short-form videos.... [3] Highlight flexibility over distant retirement dreams.... [4] Make enrollment feel like an app.... [5] Offer purpose-driven messaging.... [6] Integrate with onboarding gamification."
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| 7. |
FiduciaryAdvisors LLC
Aug. 6, 2025
"Smaller retirement plans, despite having fewer employees, often face similar testing requirements as larger plans, which can add complexity without significant scale advantages.... Small firms, however, do have simpler options like SEP IRAs and SIMPLE 401(k) plans, which are available without setup fees from some providers. Still, interpreting fee structures can be challenging for smaller companies without dedicated advisory support."
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| 8. |
FiduciaryAdvisors LLC
July 23, 2025
"Managed accounts can provide retirement savers with a more personalized asset allocation, but not every managed account platform provides the same depth and level of customization. Additionally, that level of personalization comes at a price. Plan fiduciaries should carefully consider the cost, quality, and composition of those designs."
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| 9. |
FiduciaryAdvisors LLC
June 16, 2025
"Hardship withdrawals can carry significant long-term financial consequences, especially since funds cannot be paid back to the plan.... By implementing proactive strategies, organizations can help workers build financial resilience while preserving retirement funds."
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| 10. |
FiduciaryAdvisors LLC
May 27, 2025
"Plan-level insights derived from participation and deferral rates or financial wellness utilization metrics are likely to be more relevant and actionable to you than broad industry statistics like the median U.S. retirement account balance.... [E]valuating participant-level qualitative data can reveal not just what is happening with plan performance, but why it's happening."
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