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Latest Issue: #29 - Retirees

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Issue 12

Plan Sponsors' Questions and Answers

In this issue we reached out to our clients in search of questions, challenges, and problems they face every day. In Issue 12, we addressed these questions by sending them to experts in the field in search of answers.

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Issue Articles

“A big topic of conversation these days is the Tibble vs. Edison case. I am a committee member, and although I know this court decision is important, I...

“We have advocated for continued adoption of automatic features (auto-deferral, auto-increase) for employer sponsored retirement plans. What sort of trends...

Kara Segreto Q1

“We need help engaging remote employees in our communications efforts. We hold webinars on plan education for our large employee population residing across...

Kara Segreto Q2

“A challenge that we have is engaging participants in plan education. Each year we hold on site seminars for our employees who work at headquarters. ...

Marcia Wagner Q1

“For a plan that terminates and that requires spouse consent, what are the plan sponsor’s options in the case of a spouse who refuses to sign consent?...

Marcia Wagner Q2

“What would be your checklist or questionnaire that plan sponsors should review that can help us develop good practices and avoid unnecessary liability...

Meredith Wolff Q1

“With so much changing in the environment around retirement, what do you think are the three biggest trends in 401K investment? How should we prepare for...

Michelle Capezza Q1

“My current advisor is a broker. With all the noise out there regarding the new fiduciary standard, is our relationship going to change? What questions...

Richard Schwartz Q1

“We were late with a few employee deferrals over the last couple of years. Our colleague suggested we consider filing a VCP (Voluntary Correction Program)...

Richard Schwartz Q2

“Our committee meets regularly, and it is always a problem taking minutes – we are not sure what exactly to include, who should be note taking, etc. What...

Robert Danesh Q1

“Each year we struggle with setting the economic assumptions used for determining our pension expense and disclosure. Can you discuss what procedures...

Ryan Tiernan Q1

“I am a plan sponsor and have been tasked with deciding if we should offer an HSA alongside our 401k. I am not terribly familiar with how an HSA works...

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