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News and Updates

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10th National 403(b) Retirement Plan Survey: Organizations Adopting Best Practice Plan Designs

Automatic features, Roth and investment policy statements on the rise.

President Trump Announces Retirement Initiative

Tax Reform May Heighten Impact of NQDC Plans as a Retirement Benefit for Executives

New survey from PSCA demonstrates NQDC plans are key components of competitive benefits packages.

Upcoming Events

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PSCA Studies

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Publication Highlights

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An overview of defined contribution plan fiduciary types.

Considerations regarding money market funds and stable value funds in your DC plan investment lineup

From the Blog

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Coincidence is not Correlation; Correlation is Not Causation

October 16, 2018

Consider: Back in 1978, New York Times sportswriter Leonard Koppett reported that you could correctly predict stock market returns based on the Super Bowl winner.1 Once there are 23 people in a room, there is a 50/50 chance that two of them will share read more >>

But I Repeat Myself – You Should Offer a Health Savings Account-Capable Health Option*

October 12, 2018

An Employee Benefits Version of Groundhog Day1A week or so ago, in a presentation titled, Health AND Wealth in Retirement, I once again stood in front of a crowd of plan sponsors extolling the value of HSAs.  HSAs offer:The most valuable benefi read more >>

True-up, Catch-up, What’s up?

October 10, 2018

“The wonderful thing about second chances is that they exist.”1True Up – Internal Revenue Code (IRC) §§401(k) and 403(b) plans, and Health Savings Accounts (HSA)Many Individual account savings plans and some HSAs offer an e read more >>

It is Not Borrow to Save, But Save to Borrow!

October 09, 2018

Take action now by reviewing your retirement savings plan’s liquidity provisions.To quote one benefits expert, “Borrowing to save—isn’t that something that only an oxymoron would do?”1   I agree, and I disagree. read more >>

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