- Giving nonqualified deferred compensation plans their due diligence in M&As: Part II - Top-hat and FICA fitness
By Henrik P. Patel, Dominick Pizzano | 14 February 2019
Will the nonqualified deferred compensation plans (NDCPs) still fit within the top-hat exemption post-merger and have the NDCPs Federal Insurance Contributions Act taxes been properly applied to the benefits?
- Milliman VALUES 2018 GLWB industry lapse study
By Eileen S. Burns, Matthias Kullowatz, Jenny Jin, Ben Johnson, Vincent Haupt, Vincent Embser | 13 February 2019
The 2018 Milliman VALUES Guaranteed Lifetime Withdrawal Benefit (GLWB) industry lapse and utilization studies included 3 million policyholders from eight large variable annuity writers, representing roughly $350 billion of account value and covering a range of GLWB product designs as well as demographic attributes.
- 2019 key administrative dates and deadlines for calendar-year defined contribution retirement plans
By Milliman Employee Benefits Research Group | 30 January 2019
Key administrative dates and deadlines for defined contribution retirement plans subject to ERISA and the Internal Revenue Code.
- Navigating retirement risks
By Kelly S. Coffing, Arthur Rains-McNally, Bret Linton, Stephanie Sent, Sarah Murray, Ryan Cook, Bruce R. Mitton, Micah Darnall | 18 December 2018
The retirement benefit is an important component of the benefits package, but most retirement plans are falling short.
- Benefits Perspectives: November 2018
By Joe Becker, Michelle N. Angeloni, Brandy N. Millen, Rebekah D. Bayram | 05 November 2018
This issue of Benefits Perspectives features an article comparing and contrasting three volatility-based investment strategies and discussing the implications of applying them in a retirement plan and an article about managing pharmacy costs through focused analytics.
- Singapore FinTech Festival to feature Artificial Intelligence retirement solution
By Wade Matterson, Richard W. Holloway, Paul Sinnott, Michael Daly, Stephen H. Conwill, Sanket Kawatkar, Pang-Hsiang Chye, Farzana Ismail, Brian Colgan, Chihong An, Wing F. Wong, Sharon Huang, Jiang Guanjun | 31 October 2018
Wade Matterson will present on using artificial intelligence to solve the retirement riddle at the Singapore FinTech Festival on 13 November.
- Helping employees to financial wellness: An innovative approach
By Charles J. Clark | 27 September 2018
An uncommon yet creative 401(k) plan provision could help reduce anxiety among workers who fret about personal financial obligations.
- Multiemployer Review: Implementing a participant loan provision in a Taft-Hartley Defined Contribution Plan: What to consider
By John Donohue, Jinnie Olson | 10 September 2018
Plan sponsors should ensure that participant loan provisions in a Taft-Hartley Defined Contribution retirement plan be thoroughly vetted and in compliance.
- Piloting the state-run defined contribution retirement plan: Where are they headed?
By Darlene C. Laursen Medrano, Jinnie Olson | 05 September 2018
How could state-run defined contribution retirement plans be a good solution for both participants and employers?
- Monthly Benefit News and Developments, July 2018
By Milliman Employee Benefits Research Group | 11 July 2018
Monthly benefits news and developments in the United States.