retirement security

Retirement Board Abused Its Discretion in Disability Benefits Denial

Guest Contributor
 

By Morgan Lewis & Bockius LLP Every month, the International Foundation releases the Legal and Legislative Reporter, a compilation of new employee benefits-related case summaries. Below is a summary we thought you’d be interested in: The U.S. District Court for the Northern […]

Everything Plan Sponsors Need to Know About SECURE Act 2.0

Amanda Wilke, CEBS
 

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. Secure Act 2.0 builds on the 2019 Setting Every Community Up for […]

Tackling Canada’s Retirement Crisis: An Interview With Dr. Bonnie-Jeanne MacDonald

Guest Contributor
 

Dr. Bonnie-Jeanne MacDonald is the director of financial security research at the National Institute on Ageing (NIA), Ryerson University(Toronto). She is also a Fellow of the Canadian Institute of Actuaries (FCIA) and the resident scholar at Eckler Ltd. Her research focuses on the […]

Transitioning from DB to DC: What You Need to Know

Justin Held, CEBS
 

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 2011 Employee Benefits Survey, 57% of responding organizations offered a DB pension […]

SECURE Act Guidance: What DC Plan Sponsors Need to Know

SECURE Act Guidance: What DC Plan Sponsors Need to Know

Kathy Bergstrom, CEBS
 

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 Up for Retirement Enhancement (SECURE) Act since it was signed into law […]

Changes to Single Employer Pension Plan Funding With the American Rescue Plan Act

Changes to Single Employer Pension Plan Funding With the American Rescue Plan Act (ARPA)

Kathy Bergstrom, CEBS
 

Provisions in the American Rescue Plan Act (ARPA) have the potential to help many single employer pension plan sponsors weather the economic impacts of the COVID-19 pandemic while providing time to consider how to integrate their business and pension funding strategies, suggests […]

Five Critical Retirement Planning Decisions You Need to Consider Today

Five Critical Retirement Planning Decisions You Need to Consider Today

Kathy Bergstrom, CEBS
 

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 those savings last. So what are the most important items for preretirees […]

The State of Defined Contribution Retirement Plans in 2021

The State of Defined Contribution Retirement Plans in 2021

Justin Held, CEBS
 

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. workforce. The International Foundation’s 2020 Employee Benefits Survey showed that 87% of […]