Strategies to Manage Retirement Plan Loans

Strategies to Manage Retirement Plan Loans

Enshrining these in a well-crafted loan policy statement can help plan sponsor clients take control of leakage and excess early withdrawals; like any stated compliance policy, what is written must be followed.

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Public Retirement Plan Mortality Tables Released by SOA

The Society of Actuaries points out that the financial impact of implementing the new public pension mortality tables will vary based on each individual job category, as well as the relative mix of member ages and other demographics in each pension plan.

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Advisers Can Help Plan Sponsors With Their Focus on Fees

In the majority of cases, plan sponsors that participated in Callan’s 2019 Defined Contribution (DC) Trends Survey said their plan consultant/adviser conducted fee benchmarking, and in 2019, sponsors will be looking to switch to lower-fee share classes and to more institutional vehicles.