Overview
Designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay well-informed of recent events that could have an impact on plans or plan participants.
Inside you will find plan sponsor best practices, insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, and updates on ERISA cases.
Highlights from this quarter include:
- Plan sponsors have revamped plans, communications, and take a hands-on approach to enhance plan design and participant engagement.
- Study shows contribution rates are down slightly compared to last year, with millennials the largest generational cohort contributing 7% or more.
- Several concerns raised regarding SECURE Act 2.0, including availability of collective investment trusts in 403(b) plans and a technical error impacting catch-up contributions.
- New DOL proposal may affect a plan’s vesting and use of forfeitures.
- A DOL civil lawsuit against a small plan provides a reminder of plan sponsor fiduciary responsibility.
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Meet the experts
Matt Sommer
Head of Specialist Consulting Group
Ben Rizzuto
Retirement Director