PLAN DESIGN | Solutions PLANADVISER March/April 2021

Overcoming Obstacles

Strategies to manage client resistance to plan design changes.

Reported by

Beth Braverman

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Products

April 16th, 2026

The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.

Compliance

February 4th, 2026

An appellate court ruling settled a lawsuit over whether a retired worker had properly changed his beneficiary.

Compliance

July 23rd, 2025

If enacted, the legislation would give nonprofits the same benefits offered to for-profit entities under the SECURE Act.