United States

Retirement Report: Second Quarter 2018


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In this issue of the Retirement Report, we discuss the following areas that impact plan sponsors and fiduciaries of defined contribution plans:

  • What happens when employee deferrals are deposited late? Don't get into a bind with the Department of Labor by depositing employee deferrals late. If deferrals are late, learn what steps to take to rectify the situation.
  • Is it time for a plan refresh? The primary motivation for a plan refresh should be to improve participant investing. Should you act on a refresh or wait?
  • The economy's impact on retirement plans. Plan sponsors have a variety of options that can help their participants stay the course for a healthy retirement.