Plan sponsors and administrators are encouraged to reference these comprehensive calendars to stay on track in 2023. Health and Retirement Plans Subject to ERISA (Includes Multiemployer Plans) Health and Welfare… Read more >
Jenny Gartman, CEBS
January 13, 2023
401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Retirement, U.S.defined benefit pension plan, defined benefit plan, defined contribution plans, employee benefits, paperless administration, plan administration, plan sponsors, retirement plans
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On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (HR 2954), otherwise known as SECURE Act 2.0, by a vote of 414-5…. Read more >
Amanda Wilke, CEBS
May 26, 2022
Communication, Compliance, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, DOL, Employee Benefits, Legislative, Public Plans, Regulatory, Retirement, U.S.DB plans, DC plans, defined benefit pension plan, defined contribution plans, employee benefits, retirement, retirement benefits, retirement security, SECURE Act
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According to The Multiemployer Retirement Plan Landscape: A 15-Year Look (2004-2018), the average defined contribution (DC) plan account balance increased from increased from $18,300 at the end of 2004 to… Read more >
Justin Held, CEBS
February 9, 2022
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, U.S.401(k), defined contribution plans, employee benefits, multiemployer defined contribution plans
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In my years compiling benchmarking data for the International Foundation, one of the most notable trends has been the decreasing prevalence of employer-sponsored defined benefit (DB) pension plans. In the… Read more >
Justin Held, CEBS
December 29, 2021
Communication, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Retirement, U.S.defined benefit pension plan, defined contribution plans, employee benefits, retirement, retirement plans, retirement security
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The issue of what to do about lost or missing participants is a frustrating one for plan sponsors. These participants often have terminated participation in a plan because they took… Read more >
Kathy Bergstrom, CEBS
July 28, 2021
Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, DOL, Employee Benefits, Pensions, Retirement, U.S.defined benefit pension plan, defined contribution plans, DOL, fiduciary responsibility, missing participants, missing plan members, pension plans
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Defined contribution (DC) plans are focused on saving for retirement. But from a plan member’s perspective, what’s missing is how to effectively manage and spend these savings during retirement. In… Read more >
Bryan Zoran, CEBS
May 26, 2021
Canada, Defined Contribution (DC) Plans, Employee Benefits, Financial Wellness, RetirementDC plans, defined contribution plans, financial wellness, retirement income, variable benefits
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Federal agencies, including the Internal Revenue Service (IRS) and Department of Labor (DOL), have been busy issuing guidance on some of the more complex provisions of the Setting Every Community… Read more >
Kathy Bergstrom, CEBS
May 10, 2021
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Wellness, Regulatory, Retirement, U.S.adoption benefits, benefits for part-time employees, part-time employees, retirement, retirement benefits, retirement plans, retirement security, saving for retirement, SECURE Act, Setting Every Community Up for Retirement Enhancement Act, tax credit
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The COVID-19 pandemic has had significant implications for workplaces across the world, and employers and workers have needed to make difficult decisions regarding retirement, health and paid leave benefits. A new… Read more >
International Foundation Staff
May 4, 2021
Canada, Coronavirus (COVID-19), Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Assistance Program (EAP), Employee Benefits, Mental Health, Prescription Drugs, Retirementcoronavirus and the workplace, COVID-19, remote work, virtual mental health benefits, working from home
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Retirement planning is an important exercise for everyone. And when you have only a modest retirement nest egg, there is little room for error when planning for how to make… Read more >
Kathy Bergstrom, CEBS
April 15, 2021
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Retirement, U.S.DC plans, preparing for retirement, preretirement planning, retirement, retirement benefits, retirement plans, retirement readiness, retirement security, saving for retirement, social security
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The number of organizations offering defined contribution (DC) retirement plans has increased over the past two years, making them the primary retirement vehicle for an increasing share of the U.S…. Read more >
Justin Held, CEBS
February 24, 2021
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Employee Benefits Survey, Financial Education, Retirement, U.S.401(k), 401(k) plan, automatic enrollment, DC plans, employee benefits, financial education, financial security, financial wellness, retirement, retirement plans, retirement readiness, retirement security, target-date funds
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