Updated annually, the Guide to Retirement includes charts and graphs to help you explain complex issues in a clear and concise manner.
Dan Notto, ERISA Strategist, discusses key provisions of two retirement bills that are getting serious attention in Washington.
In-plan retirement income solutions: Fiduciary considerations for defined contribution plan sponsors
Dan Notto, ERISA Strategist, discusses key considerations for DC plan sponsors thinking about offering in-plan retirement income solutions.
ERISA Strategist Dan Notto discusses the potential for retirement plan legislation under a new administration.
Dan Notto, ERISA Strategist, discusses multiple employer plans and the recent developments in Washington that are shining a light on them.
Dan Notto discusses the idea of open multiple employer plans (MEPs) and their potential to help narrow the retirement coverage gap.
Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
This paper explores how re-enrollment can help solve the widespread problem of inappropriate asset allocation by DC plan participants.
This bulletin, written by ERISA Strategist Dan Notto, discusses the Tax Cuts and Jobs Act as it relates to retirement plans.
Dan Notto, ERISA Strategist, discusses retirement plan changes recently passed in Congress as well as proposals for additional legislation affecting retirement plans and their participants.