DC Plans Continue Laser-Focus on Fees, Exclusive Callan Survey Finds

Jamie McAllister provides a high-level summary of the 2022 DC Trends Survey.

The Supreme Court Weighs in on Northwestern DC Case

Jana Steele explains the implications of the Supreme Court’s Northwestern ruling for DC plan sponsors.

DOL Shifts Tone on Private Equity in DC Plans

Patrick Wisdom analyzes the new DOL guidance on the role of private equity in DC plans.

DOL Updates the Fiduciary Rule (Again)

Jana Steele explains what the latest update to the fiduciary rule means for DC plan sponsors.

Watch What You Say: Employee Benefit Claims

Jana Steele explains how a new EBSA letter on informational calls with plan participants affects sponsors.

Lost but Not Forgotten: DOL Guidance on Missing Participants

Jana Steele explains how new regulatory guidance on missing participants affects DC plan sponsors.

IRS Announces Updated Retirement Plan Limits for 2021

The IRS announced the updated retirement plan limits for 2021.

How Sponsors Can Harness DC Plan Data for Better Outcomes

View Their Paper Conceived as supplements to pension plans, defined contribution (DC) plans have taken center stage in the retirement industry. That has led stakeholders (i.e., plan sponsors, consultants, investment managers, and policymakers) to continue to push for an evolution of the core investment menu. Much of the discussion about DC plan design has focused […]

The Changing Face of Retirement

The face of retirement is shifting. Gone are the halcyon days of shuffleboard, “early bird” specials, and lounging by the pool. Many retirees now mix work with leisure