Client Service September 21st, 2018 The Importance of Addressing Participant Complaints If a sponsor does not respond, they could face a civil and/or DOL lawsuit
The Markets September 10th, 2018 TDFs Particularly Popular Among Younger Investors Sixty-four percent of participants in their 20s own a TDF.
Compliance July 6th, 2018 Plan Documents Require Update After Tax Reform The new law extends the time a participant has to repay loans from 60 days after an offset to the date their tax return is due.
Data & Research March 12th, 2018 Form 5500 Data Shows Large Sponsors Favor TDFs to Boost Savings Employer contributions and loans are also prevalent, a Brightscope/ICI report says.