Archived Insight | September 3, 2018

Help Your People Get the Best Bang for their DC Plan Bucks

This issue report looks at asset allocation as a part of retirement readiness, covering the following topics.

Communicating the importance of asset allocation
What can go wrong?
Why aren’t most organizations doing more to help?
What can you do?
How changes can yield a big impact.

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Questions about your retirement plan?

Learn more about retirement consulting and financial security.

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Businessman Working With Laptop While Sitting In Office

Treasury Proposes Rule on Automatic Enrollment

Sponsors of "new" 401(k) and 403(b) plans: Learn about this guidance so you can decide whether to comment by the March 17, 2025 deadline.

Compliance, Retirement, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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Pregnant Businesswoman Writing On A Blackboard

2025 PBGC Premium Filing Is Due One Month Earlier

See the new filing date based on your plan year start date.

Retirement, Compliance, Multiemployer Plans, Healthcare Industry, Higher Education, Architecture Engineering & Construction

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Children With Grandfather Having Fun On A Winter Day

Social Security Benefits Will Rise for Some Retirees

Sponsors of Public Sector Plans: Learn About the Implications of the Social Security Fairness Act of 2024

Compliance, Retirement, Public Sector

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.