Archived Insight | October 15, 2015

Year-End Update on Compliance Issues for Retirement Plans

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Senior Couple Managing Their Pension At Home Using Digital Tablet

Modernizing Legacy DC Plans for a Pension Trust

A multiemployer pension trust modernized legacy DC plans, cut annual costs in half and replaced hidden fees with transparent, per participant pricing.

Investment, Retirement, Benefits Administration, Benefits Technology, Consulting Innovation

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Two Businesswomen Working Together On A Laptop At The Office

AI Assistant Helps Open Enrollment, Reduces HR Escalations

By adding an always on AI assistant to its open enrollment website, a security solutions provider delivered faster answers and reduced HR escalations.

Communications, Benefits Administration, Retirement, Technology, Consulting Innovation, ATC, Corporate, Benefits Technology, Health

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Mature Doctor Smiles While Discussing Documents With Female Administrator

Most Plans Remain "Green"; Fewer Plans in C&D Status

More than three‑quarters of multiemployer pension plans remain in the green zone in 2026, driven by strong returns and receipt of SFA.

Retirement, Multiemployer Plans

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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.