November 5, 2018
2017: A Good Year for Participants
Auto Features Contributing to Participation, Average Balance Increases It was a good year for individual account plans, including 401(k)s and...
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October 4, 2018
Does Half a Percent Really Make a Difference?
By: Tony Black RPA, AIF® View in PDF One half of one percent - it doesn’t seem like a lot,...
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July 16, 2018
Plan Sponsors Ask…Q3 2018
Q: We have several new employees who will be involved with our 401(k) plan. How can we help them stay...
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July 12, 2018
Investment Assistance via Managed Accounts, TDFs
Investment Assistance Via Managed Accounts, TDFs If your 401(k) plan offers participants the opportunity to invest in a managed account...
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July 6, 2018
Employers Prefer a Retirement Paycheck
Employees Prefer a Retirement Paycheck The shift away from traditional pension plans means today’s employees are largely responsible for their...
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July 2, 2018
How Your Plan Compares
A Look Inside the Average 401(k) Plan: How Your Plan Compares As an employer, you face a challenge: attracting and...
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April 18, 2018
Plan Sponsor Guide: Working with 3(38) Investment Managers
3(38) Fiduciary Services The Employee Retirement Income Security Act (ERISA) requires plan sponsors to act prudently when making decisions relating to the...
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April 6, 2018
Taking Advantage of the New Tax Law
The dust hasn’t yet settled, but a few things about the new tax law seem clear. Employees will likely begin...
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April 6, 2018
Plan Sponsors Ask…
Q: There are a few accounts in our 401(k) plan that belong to people we can no longer find. They...
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April 6, 2018
Attract Millenials with Values-Based Investment Options
It isn’t surprising that average contributions are generally lower for younger 401(k) plan participants. Not only is retirement much farther...
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April 6, 2018
2018 Retirement Trends to Watch
In-plan spending strategies becoming more important Among retirement industry trends to watch in 2018, along with how to save...
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January 3, 2018
Why Employers Should Care About the Cost of Delayed Retirement
When Employees Retire Matters to Them… and to Employers Americans pride themselves on making their own decisions, and when to...
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January 3, 2018
Plan Sponsors Ask…
Q: When the fee disclosure rules were announced a few years ago, part of the discussion was an increase in...
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January 3, 2018
Overcoming the Lag In Womens’ Retirement Saving
In general, women need more and save less money for retirement than do men. Overall, women accumulate less money for retirement...
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October 31, 2017
Enthusiasm and Trust High for 401(k) Plans
When it comes to saving for retirement, Americans love their 401(k) and other defined contribution (DC) plans. They demonstrate it...
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October 30, 2017
Employees Want Automatic Retirement Plan Features, So Why Not Offer Them?
Eighteen years ago, the retirement industry rolled out automatic enrollment to help combat employee inertia, increase participation in workplace retirement...
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October 25, 2017
Plan Sponsors Ask…
Q: We are looking for better ways to reach our employees with messaging about our 401(k) plan. Of course,...
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October 23, 2017
Plan Sponsors Ask…
Q: How do we improve participant engagement with our retirement plan? A: Fostering retirement plan engagement is important, especially since...
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October 19, 2017
2018 Retirement Plan Limits Announced
On October 19, 2017, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related...
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October 4, 2017
Why Employers Are Offering Financial Wellness Tools and Education
Financial Wellness is reaching majority status... And you are likely among the majority that not only want to help employees...
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