March 6, 2019
Back to “normal”?
Young/new employees dive into stocks Some benchmarks in the stock market have returned to where they were before the recent...
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February 15, 2019
Plan Sponsors Ask…
Q: We like to keep an eye on trends that could impact retirement for our employees. Is anything new on...
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January 28, 2019
Squeeze Play: Gen Xers Especially Feel the Pinch
Saving for retirement can challenge the best of us. For one group of employees, the challenge seems particularly daunting. Your...
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January 5, 2019
Retirement Expectation Versus Reality: Communication Opportunities at the Crossroads
When expectation and reality differ, the results can be tough to take — especially when the subject is retirement. By...
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December 10, 2018
Plan Sponsors Ask…
Q: What are the risks of losing track of a plan participant? There are a few people who remain “on...
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November 23, 2018
Finding the Right Balance with Company Stock
Including company stock among the investments in your 401(k) plan can be powerful. It gives employees a voice in the...
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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 23, 2018
How Student Loan Debt Impacts Retirement Savings
If your workforce includes recent college graduates, it’s likely that some of them have debt associated with their college years....
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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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