Retirement

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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401(k) Plans Compliance DOL Employee Benefits ERISA ERISA50 Legislative Pensions Retirement U.S.

The DOL Retirement Security Final Rule: Highlights for Plan Sponsors
Jenny Gartman, CEBS
 

On April 25, 2024, the Department of Labor (DOL) published the retirement security final rule defining fiduciary status for investment advice to retirement investors under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (IRC). It is set to […]

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Best Practices for Multiemployer Retirement Plan Death Audits
Jenny Gartman, CEBS
 

Fiduciaries have many responsibilities that stem from the duties of care, loyalty and prudence, including ensuring the correct benefits are paid to the correct participants and beneficiaries of the plan. Benefits Magazine authors Lisa L. Kaiser, CEBS, and Carey R. Wooton, CEBS, explain […]

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