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Don’t Put Your Plan at Risk: PSCA National

Hattie Greenan

A breakout workshop at PSCA’s National Conference on May 5th provided attendees a practical checklist of items to review annually to ensure their plan is legally compliant with all regulations. The workshop was presented by Ira Finn, Ryan Specialty Group, Maryanne Vuckovich, PMB Real Estate Services, and moderated by Samuel Haines, MMA Retirement... Read More >>

401(k) Contributions up in Q1, but Mixed Bag for Other Stats

Ted Godbout

According to Bank of America’s latest 401(k) Participant Pulse report, there was some good news to offset the less favorable news amid ongoing economic headwinds.  Notably, the firm’s first quarter, 2023 data shows that fewer participants took loans, but for higher amounts, while hardships increased in number and amount. At the same time,... Read More >>

Half of Households at Risk of Lower Living Standards in Retirement

Ted Godbout

Retirement readiness remains a major challenge for many of today’s working-age households that may need to save more and/or work longer to improve their prospects for a secure retirement.  That’s according to the Center for Retirement Research’s newly released National Retirement Risk Index (NRRI), which measures the percentage of working-age... Read More >>

Missing Participants: DIY or Locator Service?

Hattie Greenan

Sponsored by MFS Investment Management.    One of the sessions at last week’s National Conference was about missing participants. One of the suggestions was to engage a commercial locator service to help track down participants. Though most of the audience did not use such a service, some did and we wondered how prevalent this is among members.... Read More >>

Be a BOSS, don’t let your participants get lost!: PSCA National

Hattie Greenan

One of the breakout workshops at PSCA national focused on the much talked-about challenge of tracking down missing participants. Judging by the hundreds of session attendees, it is a topic top-of-mind for plan administrators. The workshop was presented by plan sponsors Sharon Heymans with Occidental Petroleum Corporation, Rick Kucirek with Christ... Read More >>

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 >>

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 >>

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 >>