Investments

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401(k) Plans Compliance Defined Contribution (DC) Plans DOL Employee Benefits ERISA Investments Regulatory Retirement U.S.

Expanding 401(k) Investment Choices With Alternative Asset Allocation Funds
Jenny Gartman, CEBS
 

An executive order signed in August may give 401(k) participants more access to investment strategies under which a portion of their contributions are allocated to alternative assets, offering them the opportunity to accumulate more money in their retirement accounts.

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Defined Benefit (DB) Plans DOL Employee Benefits Investments Multiemployer Pensions Retirement U.S.

The Multiemployer Retirement Plan Landscape Report: DB Key Findings
Cathe Gooding, CEBS
 

The overall health of multiemployer defined benefit (DB) retirement plans improved from 2020 to 2021. The average multiemployer DB plan net investment return for 2021 was 14.5%, up from 2020 (11.4%), according to The Multiemployer Retirement Plan Landscape: A 15-Year Look (2007-2021) recently […]

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401(k) Plans Benefits Magazine Defined Contribution (DC) Plans Employee Benefits Investments SECURE 2.0 U.S.

Hardship Distributions: Five Questions for Plan Sponsors
Kathy Bergstrom, CEBS
 

It’s become easier for plan participants to take distributions from their defined contribution (DC) retirement plan account balances, but plan sponsors still have a fiduciary duty to ensure that the need for these distributions is real. In the November/December issue of Benefits […]

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Compliance Defined Contribution (DC) Plans Employee Benefits ERISA Investments Multiemployer Public Plans Retirement U.S. Webcast

Fiduciary Basics for Governmental Plans
Amanda Wilke, CEBS
 

Plan sponsors have a responsibility to protect the interests of employee and retiree participants in their benefit plans. Government plan sponsors for 457 and 401(a) defined contribution (DC) retirement plans should be aware of fiduciary basics and the latest trends to protect […]

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Defined Benefit (DB) Plans DOL Employee Benefits Investments Multiemployer Pensions Retirement U.S.

The Multiemployer Retirement Plan Landscape: DB Takeaways
Justin Held, CEBS
 

According to recent data from Horizon Actuarial Services, LLC and the International Foundation of Employee Benefit Plans, the fifteen-year period between 2006 and 2020 was turbulent for multiemployer defined benefit (DB) pension plans. Financial markets were volatile, and 2008 saw the biggest […]

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