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November 22, 2022

Plan Sponsors Ask…

Q: We are considering a plan design change regarding loans. Are there any data that supports offering just one loan...
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November 17, 2022

Everybody Wins – Select Plan Design Features Can Help Improve Outcomes for Lower-Income Workers

Depending on the nature of your business and the varied experience, education and expertise required of your workforce, you may...
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November 10, 2022

Quarterly Fiduciary Calendar

JANUARY Send payroll and employee census data to the plan’s recordkeeper for plan-year-end testing (calendar-year plans). Audit fourth quarter payroll...
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November 3, 2022

Eyes on the Prize – Despite Challenges, Americans Remain Focused on Saving for Retirement

In the face of economic uncertainty, market volatility, geopolitical unrest and the ongoing COVID-19 pandemic, plan participants have continued to...
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October 27, 2022

One for the Ages – Survey Spotlights Generational Differences in Retirement Plan Usage and Engagement

Released in July, Bank of America’s 2022 Financial Life Benefits Impact Report examines trends in employee usage and engagement with workplace benefit...
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October 13, 2022

Strength in Numbers – A Committee Can Help You Improve Fiduciary Oversight and Strengthen Your Retirement Plan

These days, almost every plan sponsor could benefit from some team support. It’s a very time-consuming job that comes with...
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September 29, 2022

Triple Play – Three Key Areas to Consider in Your Employee Education Efforts

According to Nationwide Retirement Institute’s 2022 Social Security Consumer Survey, two-thirds (66%) of Americans are more concerned than ever before...
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September 15, 2022

How Inflation is Affecting Potential Costs of Managing Your Plan – EBSA Increased Penalties for ERISA Violations Earlier This Year

While you and your employees are busy dealing with high inflation and managing your daily living expenses, it is also...
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September 8, 2022

Creating a Culture of Financial Wellness – Understanding the Potential Consequences of Employee Financial Stress is the First Step

Given the ongoing challenges related to inflation, it likely comes as no surprise that employees are feeling the pressure of...
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September 1, 2022

Measuring Up – Perspective for Benchmarking Your Plan’s Performance

There are many elements that go into measuring your plan’s performance, and the need for methodologies and tools that measure...
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July 14, 2022

Plan Sponsors Ask…Q3 2022

Q: More and more of our employees are asking about the potential to add cryptocurrency options to our retirement plan...
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July 7, 2022

Making Portfolios Personal

A recent survey showcases the increasing desire for in-plan ESG investment options   A new survey offers some key insights...
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July 1, 2022

Using Your Plan to Help Attract and Retain Employees

More employers are enhancing their retirement plan to compete for new employees — and keep the ones they have Increasingly,...
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April 19, 2022

Plan Sponsors Ask…Q2 2022

Q: We are looking for ways to increase savings rates among new employees, at both lower and higher income levels....
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April 14, 2022

In the Driver’s Seat

A survey of fiduciary liability insurance carriers offers insights on prioritizing and managing fiduciary duties   In the spring of...
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April 5, 2022

2022 Financial Survey

A recent survey sheds light on the state of financial wellness since the pandemic According to the TIAA 2022 Financial Wellness...
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February 7, 2022

Employees May be More Optimistic than We Think

A recent survey of retirement plan participants shines a light on their positive perspectives — which can help inform plan...
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January 16, 2022

Plan Sponsors Ask… Q1 2022

Q: We are considering adding a financial wellness program as part of our retirement plan benefit program. Unfortunately, there isn’t...
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December 27, 2021

Combatting Cybersecurity Threats

Nearly one-third of retirement plan recordkeepers expect to increase their cybersecurity staff, according to a recent survey. According to findings...
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December 26, 2021

Good Vibrations

A recent survey of retirement plan participants shines a light on their positive perspectives — which can help inform plan...
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