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How the SECURE Act Could Improve Retirement Security for Americans

June 24, 2019
By Terry Dunne
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If passed by the Senate, the SECURE Act features modifications to existing retirement rules that promise to increase access to workplace retirement savings and individual retirement savings.

As the DOL Cracks Down on Missing Participants, What Can Plan Sponsors Do?

April 18, 2019
By Terry Dunne
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The DOL has increased its scrutiny of plan sponsors efforts’ to locate missing participants and prevent participants from going missing in the first place. Read about what plan sponsors can do to battle these rising concerns.  

Direct Rollover IRAs: A Valuable Tool in the Battle for Retirement Security

March 13, 2019
By Terry Dunne
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The pressure for defined contribution plans to extend their relationships with participants into retirement is increasing. Direct rollover IRAs can be a win-win-win for plan sponsors, participants, and providers.

If Not Now, When? It’s Time for Cybersecurity to Be a Plan Priority

February 20, 2019
By Terry Dunne
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Cyberattacks have been on the rise – especially on plan sponsors – yet many plans don’t see cybersecurity as a top priority.

What Do You Know About Retirement Saving Options for Small Businesses?

November 21, 2018
By Terry Dunne
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Federal and state governments have been taking steps to encourage higher levels of workplace retirement plan sponsorship and participation due to the concern over the retirement crisis in the U.S.

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