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Analyzing Participant Data by DEI Factors

Hattie Greenan

Sponsored by MFS Investment Management.    As there has been some recognition in the industry in the last couple of years about the retirement savings gap by gender and race, and many articles discussing how companies can beginning to address these gaps, we wondered if plan sponsors are looking at their participant data (participation and... Read More >>

NFL Star Carl Nassib Tackles Donations to Nonprofits and Inspiring Others: PSCA National

Joey Santos-Jones

Carl Nassib made a considerable amount of big plays in his NFL career. Still active in the NFL, Nassib played professional games with the Browns, Buccaneers, and Raiders.   When Nassib isn't tackling the competition as an outside linebacker—he's introducing nonprofits to a new generation of donors with his app Rayze.    Nassib opened up his Day... Read More >>

Don't Lose Your Marbles Over Roth: PSCA National

Joey Santos-Jones

To Roth or not to Roth—that is the question many sponsors had on the first day of the PSCA National.  Titled SECURE ACT 2.0: Don't Lose Your Marbles Over Roth, the Day One session focused on how SECURE 2.0 affects Roths and included the history of Roth's creation by Sen. Roth as part of the Taxpayer Relief Act of 1997. Moderated by Pete Walsh from... Read More >>

What Are the Top Trends from PSCA's Annual Survey?: PSCA National

Joey Santos-Jones

On Day One of PSCA National, plan sponsors came with questions about Roths and continued education on all things SECURE, which were themes of the Connect Data from PSCA's Four Annual Surveys to Benchmark Your Retirement Program session.  Survey data waspresented by Hattie Greenan, Director of Research & Communications for PSCA. For the... Read More >>

Plan Sponsors Should 'Definitely' Have Cyber Liability Insurance: PSCA National

Joey Santos-Jones

  At Day One of the PSCA National, ARA CEO Brian Graff and EBSA Assistant Secretary Lisa M. Gomez discussed a wide range of topics, including the many misunderstandings about cyber liability insurance (which could be a huge fiduciary failure) and the ESG rule.    This session follows Graff and Gomez's previous conversation on an episode of D.C.... Read More >>

Everything You Didn't Know Was in SECURE 2.0, But Should: PSCA National

Joey Santos-Jones

It probably feels like plan sponsors have been reading about SECURE 2.0 nonstop since last November. How could there possibly be more to know? Well, a lot of it will help plan sponsors.  The Everything You Didn't Know Was in SECURE 2.0, But Should Know About session detailed the bits and pieces that plan sponsors have overlooked.  PSCA President... Read More >>

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