Retirement Archives - Page 2 of 21

Alternative Assets for DC Plans

Kathy Bergstrom, CEBS

18 Sep 202529 Sep 2025

Participants in defined contribution (DC) plans may have more access to several types of alternative investments under an executive order issued by President Trump in August.

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Expanding 401(k) Investment Choices With Alternative Asset Allocation Funds

Jenny Gartman, CEBS

16 Sep 202529 Sep 2025

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.

401(k) Plans Defined Contribution (DC) Plans Employee Benefits ERISA Retirement U.S.

2025 Statistics for 401(k) Plan Benchmarking

Anne Newhouse, CEBS

28 Aug 202528 Aug 2025

Today’s blog offers statistics for 401(k) plan benchmarking, revealing recruiting and retention trends, highlighting areas for plan improvement, and providing a framework for making adjustments.

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401(k) Plans Benefits Magazine Employee Benefits ERISA Investments Retirement U.S.

The Rise of CITs: What ERISA Plan Fiduciaries Should Know

Kathy Bergstrom, CEBS

20 Aug 202520 Aug 2025

Collective investment trusts (CITs) have become increasingly popular investment options for Employee Retirement Income Security Act (ERISA) plans as fiduciaries seek to lower investment management fees.

Employee Benefits Retirement U.S.

Social Security’s Role as Retirement Income

Cathe Gooding, CEBS

12 Aug 202513 Aug 2025

How much income can workers anticipate receiving from Social Security when they retire?

DOL Employee Benefits Regulatory Retirement SECURE 2.0 U.S.

Pooled Employer Plans (PEPs) Questions to Ask When Selecting

Jenny Gartman, CEBS

05 Aug 202505 Aug 2025

The Department of Labor recently announced that its Employee Benefits Security Administration intends to help smaller employers that want to offer retirement benefits choose a high-quality, low-cost option known as a pooled employer plan.

Compliance Defined Benefit (DB) Plans Employee Benefits ERISA Legislative Multiemployer Pensions Retirement U.S.

Supreme Court Will Decide on Multiemployer Pension Plan Withdrawal Liability

Jenny Gartman, CEBS

01 Aug 202501 Aug 2025

In its upcoming term, the U.S. Supreme Court will decide when withdrawal liability assumptions must be adopted, impacting multiemployer pension plans and contributing employers.

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The Looming Crisis: Who Will Care for Canada’s Ageing Population?

Tim Hennessy

25 Jun 2025

Planning for the future of Canada’s long-term care (LTC) system presents two fundamental concerns: Who will provide the care, and how will those services be financed? Already, a major demographic shift is underway. Adults over 65 outnumber children under 15, and by […]

Employee Benefits Employee Benefits Survey Health Care Paid Time Off (PTO) Retirement U.S.

What Benefits Are Working? Attracting and Retaining Employees

Tyler Lloyd

05 Jun 202505 Jun 2025

In today’s work environment, organizations are looking for ways to improve employee retention and recruitment. Employee benefit offerings are an impactful tool, and organizations need to understand what employees value. Respondents to the International Foundation’s Employee Benefits Survey: 2024 Survey Report were […]

Compliance Defined Benefit (DB) Plans Defined Contribution (DC) Plans Employee Benefits Health Care Retirement U.S.

2025 Employee Benefits Reporting and Disclosure Calendars

Jenny Gartman, CEBS

01 May 202514 May 2025

Plan sponsors and administrators are encouraged to reference these comprehensive calendars to stay on track in 2025. Health and Welfare Plans Retirement Plans Defined Contribution Plans Defined Benefit Plans If you thought this information was helpful, and you’re an International Foundation or […]