Compliance News
Year-End Compliance Reminders for Retirement Plan Sponsors
Find year-end compliance reminders for retirement plan sponsors: amendment deadlines, Roth catch-up rules, SECURE Act updates, operational changes and expert guidance to help you stay compliant and plan ahead for 2026.
Compliance News
Executive Order Seeks to Lower Prescription Drug Prices
A new executive order seeks to significantly reduce prescription drug prices. Our insight recaps 8 healthcare cost initiatives included in the order, implications for health plan sponsors and key dates of potential changes.
Compliance News
Final Catch-Up Contribution Rule Provides Some Relief
Retirement plan sponsors: Get the latest on the Treasury Department’s new final rule on catch-up contributions. The key takeaway: Most plans now have until 2027 to implement changes, with special relief for multiemployer and governmental plans.
Compliance News
Numbers Retirement Plan Sponsors Need to Know for 2026
See the latest IRS, Social Security and PBGC limits for 2026. Learn how new retirement plan thresholds, wage bases and premium rates affect compliance, benefit calculations and nondiscrimination testing. Get action items for plan sponsors.
Archive
Defined Contribution Plan: Four Rules All Plan Fiduciaries Must Follow
Learn about the importance of plan governance and the fiduciary standards required for plan sponsors of a defined contribution (DC) plan.
Articles
How to Be Sure Your PBM's Actions Align with Your Objectives
How best to select a pharmacy benefits manager that can help plan sponsors address plan costs while serving the interests of plan participants? Get 10 steps you can take to maximize the value of your PBM and satisfy your fiduciary obligations.
Articles
Trustee Considerations After Their Pension Plan Receives SFA
When a multiemployer plan receives special financial assistance (SFA) from the PBGC, there are actions the trustees may wish to consider for extending the solvency of or otherwise strengthening their plan.
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Articles
Nondiscrimination Testing: Common Pitfalls and How to Avoid Them
Retirement Plan Insider podcast's episode 4 looks at nondiscrimination testing (NDT), often a thorn in the side of plan sponsors. Get steps for avoiding common NDT headaches, the pitfalls of using inaccurate plan data, and what to do if you fail a…
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Practical Research for Employers What Is Trend? Health plan cost trend is a forecast of increases in allowed per capita claims cost. Allowed per capita claims cost is eligible billed charges (before participant cost sharing) less provider…
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