Insights & Guidance from Our Experts

Are you prepared for an IRS or DOL audit? Learn best practices to keep your retirement plan in compliance and avoid added costs and liabilities.

Mark your calendar with upcoming compliance deadlines and action items for employer-sponsored retirement plans in 2025.

Choosing the right retirement plan recordkeeper helps your employees receive the education and guidance they need to plan for a financially secure life after retirement.

A fiduciary oversight review helps employers fulfill fiduciary responsibilities and improve retirement plan participant outcomes, while uncovering opportunities to reduce plan liabilities.

An independent review of your pension plan allows a different set of eyes to examine your plan, which often means valuable insight into the plan’s health and management. It is like getting a second opinion from a reputable auto mechanic known for expertise and reliable, trustworthy service.

Ensure your retirement program aligns with your organization’s culture and objectives, is market-competitive and reduces long-term employee benefit costs.

Outsourcing your pension plan’s administration offers confidence in knowing your participants are fully supported, and your plan is being administered accurately, efficiently and cost-effectively.

Your organization is likely being overcharged for its 401(k) or 403(b) plan — but a fiduciary expense analysis can help fix this.

Increase plan participation, enhance employee recruitment and keep workers on track to retire.

Pension risk transfer sales continue to break records, as the market grew another $14.2 billion in the first quarter of 2024. If you’ve been contemplating de-risking your defined benefit pension plan, now is the time to develop a successful pension risk transfer strategy.

Increase savings, employee participation and peace of mind with a bundled retirement plan solution.

Company-sponsored programs can help prepare workers for a financially secure retirement and help mitigate costs to your organization.

Help your workforce achieve financial wellness and reach their retirement planning goals — which will positively impact your business.

Increase tax-deductible contributions, mitigate risk and minimize costs with a Direct Recognition Variable Investment Plan (DR-VIP).

Fiduciary training is crucial to understanding your responsibilities to your organization and employees — and to help mitigate risk for the organization.

If a single employer overfunded pension plan is terminating and its participants and beneficiaries are on track to receive full benefits, the employer will likely ask if the excess is theirs.

During unpredictable market conditions, employers and employees can take proactive steps to reduce risk and preserve retirement savings over the long term.

Start the new year off right by marking your calendar with upcoming compliance deadlines and action items for single-employer tax-qualified retirement plans.

Thorough due diligence helps retirement plan committees properly satisfy fiduciary requirements and mitigate risk.

Retirement plan fiduciaries with limited experience and awareness may increase the organization’s litigation risk.

For employers in the process of an acquisition or merger, thorough due diligence of the target company’s retirement plan can help identify potential costly risks and liabilities, compliance issues and other plan concerns.

Organizations should consider applying these 10 best practices to maintain their retirement plans and mitigate fiduciary risk.

Updated guidance from the U.S. Department of Labor details the actions that employers must take to locate missing retirement plan participants and ensure they receive their benefits.