Two great reasons for small business 401(k) plan sponsors to consider upgrading their current plan design to include auto features: employee participation and savings rates.
Read MoreWhat’s in your Fiduciary File?
If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the […]
Read MoreHealth Savings Accounts Fueling Retirement Part IV: A Parallel Approach
By combining savings from an HSA and traditional retirement vehicles, Americans will be better prepared for healthcare expenses incurred during their retirement years.
Read More5 Plan Design Features for Retirement Readiness
Successful financial wellness programs help employees feel in control and on track in their financial lives.
Read MoreRetirement Plan Committee Best practices for 401(k) investments on the Watch List
Our 401(k) Investments are on the Watchlist. Now What? Approach, review, document, and decide As a member of your company’s […]
Read MoreLawsuits Over the Years and What it Means for Plan Sponsors
Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this […]
Read MoreEffective Governance May Lead to Better Retirement Plans
Risky Business: Why Plan Governance Matters Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the […]
Read MoreKey Steps Retirement Committees Can Take to Boost Their Cybersecurity Protections
Key steps that you and your retirement plan committee can take to boost your cybersecurity protections
Read MoreHow Data Analytics Can Help You Make Retirement Plan Decisions
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement plan fiduciaries.
Read MoreSECURE Act and What 401(k) Plan Sponsors Need to Know
On 23 December, one of the largest changing legislative acts to impact America’s retirement system was signed into effect. The […]
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