Your search for resulted in 50 hits

Updated guidance from the U.S. Department of Labor details the actions that employers must take to locate missing retirement plan participants and ensure they receive their benefits.

Pension risk transfer sales continue to break records, as the market grew another $6.3 billion in the first quarter of 2023. If you’ve been contemplating de-risking your defined benefit pension plan,

Help your organization negotiate and lower its retirement plan fees with a fiduciary expense reduction analysis.

For employers in the process of an acquisition or merger, thorough due diligence of the target company’s retirement plan can help identify potential costly risks and liabilities, compliance issues

Retirement plan fiduciaries with limited experience and awareness may increase the organization’s litigation risk.

No one likes being audited by the Internal Revenue Service (IRS) or Department of Labor (DOL), but all qualified retirement plans (defined benefit and defined contribution) may be selected for an

Failing to adopt a Cycle 3 restatement plan document by the deadline could result in IRS-imposed penalties and may also jeopardize your plan’s tax-qualified status.

The “FOR” process helps retirement plan sponsors fulfill fiduciary responsibilities and improve plan participant outcomes, while uncovering opportunities to reduce plan liabilities.

Your pension plan’s improved funding status is now face-to-face with market volatility, geopolitical uncertainty and hints of a recession. If you are contemplating pension plan termination now or

Retirement plans can evolve today to meet the needs of employees who wish to roll over — or not roll over — their assets. Research shows many workers are interested in keeping retirement savings in