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November 5, 2021

2022 Retirement-Related Contribution Limits

Download as PDF here. On November 4, 2021, the IRS announced cost of living adjustments changing dollar limitations for pension...
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October 25, 2021

Want to Improve Retirement Outcomes? Make Sure Employees Understand Social Security Basics

New research reveals Americans have a significant knowledge gap regarding Social Security benefits. According to a recent survey1, more than...
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October 14, 2021

Pondering the Next Stage in the Evolution of Retirement

A recent survey confirms that there is no single path to retirement. Franklin Templeton’s June 2021 “Voice of the American...
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October 5, 2021

Plan Sponsors Ask…Q4 2021

Q: Our plan committee has worked hard this year to maintain a consistent system of checks and balances with regard...
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September 9, 2021

Retirement Assets Grow, But Are Some Being Left Behind?

More than a year after the start of the pandemic, you may be pleased with the overall growth of the...
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August 12, 2021

Plan Sponsors Ask…Q3 2021

Plan Sponsor Cybersecurity Takeaways Q: We always meant to automate our plan audit files, but somehow we didn’t get around...
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July 15, 2021

Retirement Lessons Emerging From 2020

Turns out great challenges teach important lessons. On the surface, retirement readiness did not suffer significantly in 2020, according to...
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June 3, 2021

Plan Sponsors Ask…Q2 2021

Q: Our business was hanging on in spite of COVID-19, but then our area was hit by wildfires. Can employees...
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May 7, 2021

DOL Guidance on Cybersecurity

In April 2021, the Department of Labor (DOL) issued cybersecurity guidance for plan sponsors, recordkeepers, and participants to help protect...
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May 4, 2021

Record Gains and New Highs: There Is Some Good News, After All

Do you feel like you spent the last year gripping the steering wheel and waiting to see what would happen?...
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May 3, 2021

Top 401(k) Trends and Issues for Employers in 2021

By: Michael Rom - Managing Director, Pensionmark As we quickly turn the page on the past year employers are seeking...
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April 22, 2021

COVID-19 Impacts Retirement Prospects for Each Workforce Generation

Let’s play a little fill-in-the-blank game. Complete the following sentence: Those poor                                 (Millennials, GenXers, Boomers)! They really got the short...
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March 30, 2021

5 Reasons To Review Your 401(k) Plan in 2021

By: Michael Rom - Managing Director, Pensionmark Here are 5 practical reasons why employers should prioritize a top to bottom...
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March 16, 2021

DOL Enforcement of its Final Rules on ESG Investments & Proxy Voting

On March 10, 2021, the Department of Labor (“DOL”) issued a news release and accompanying “Statement Regarding Enforcement of Its...
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March 2, 2021

The Pandemic’s Impact on Savings Behaviors: Comparing Past and Present

One year ago, there was already troubling news about how little Americans had saved for retirement. Then the pandemic descended,...
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February 22, 2021

Four Risks Participants May Not Know They’re Facing

Life involves risk. One of them is retirement, and whether the money we save to fund it will last. Do...
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February 5, 2021

New DOL Guidance on Missing Participants

On January 12, 2021, the United States Department of Labor (“DOL”) issued a news release containing three pieces of guidance...
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January 8, 2021

Plan Sponsors Ask…Q1 2021

Q: The ups and downs in the stock market have made some of our 401(k) plan participants very nervous, to...
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January 5, 2021

Consolidated Appropriations Act: 2021 Impacts To Retirement Plans

On December 21, 2020 the Consolidated Appropriations Act, 2021 (“CAA”) was passed by Congress; on December 27, 2020 it was...
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December 10, 2020

Plan Sponsors Ask…Q4 2020

Q: Early in the pandemic, we were very concerned that employees would take as much money as they could out...
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