In this issue: Weather or Not, Stay Invested; and IRS Retirement Plan Announcements for the Recent Hurricanes and California Wildfires.
Keeping employers and plan sponsors up-to-date about retirement plan management and fiduciary concerns.
In this issue: HSAs: A Tax Trifecta Investment Opportunity; Are Your Participants Experiencing a Fee Imbalance?
Holiday Greetings from Beltz Ianni. In this issue: To Bond or Not to Bond?; No Beneficiary Designation. Who Gets the Money?
In this issue: Your Newest Employee Benefit–Student Loan Debt Repayment Assistance; Five Ways to Expand Your Definition of “Bendfits” to Include Wellness; and Partial Plan Terminations–Do You Have One?
In this issue: Do You Send Participant Notices via Email? Should You?; Improving Automatic Enrollment.
In this issue: Portfolio Patriotism—Domestic market optimism or inadvertent asset allocation?; Auditing Recordkeeper Statements—A Fiduciary Duty?; and Women in Retirement: 60 Percent Not Saving Enough.
In this issue: Target Date Funds – Does One Size Really Fit All; Qualified Versus Nonqualified Plans; Plan-Level Rate of Return – Useful or Useless; Returns-Based Versus Holding-Based Style Analysis.
In this issue: Fixed Income: A Sinking Ship or Much Ado About Nothing; When Participants Retire, Should Their QDIA Retire as Well?; and Benchmarks Are Not Created Equal.
In this issue: Time to reset long-term investment return expectations for participants, should a retirement plan implement a fee policy statement, and company stock and fiduciary considerations.
In this issue: Alternatives investments in your lineup, millennial workers require special plan sponsor menu design, partial plan terminations, and may any employee join the retirement plan committee.