| Plan Document Considerations in ‘Montanile’ Decision |
| ERISA expert discusses the significant implications of the Supreme Court’s decision in Montanile v. Board of Trustees, especially as it pertains to enforcing liens on retirement or health plan assets.
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| Only 20% Plan to Convert Savings to Guaranteed Income |
| Fifty-six percent of Americans do not have a retirement income strategy, and among those that do, the most sophisticated plans usually just involve withdrawing money over time from savings accounts.
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| DB Clients Should Know About Proposed Accounting Changes |
| The Financial Accounting Standards Board has proposed some fairly substantial changes to reporting for defined benefit plans and other post-retirement benefits. DB plan clients hoping to submit comments have until the last week of April to do so.
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| PLANADVISER Retirement Plan Adviser Survey |
| Arguably, retirement plan advisers have a better—or at least a more comparative—perspective than their plan sponsor clients about the relative strength of products and services offered by investment and recordkeeping providers.
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