Curated Content Library

Experts discuss the trends of streamlining the investment menu and adding lifetime income options. 

Employers can "match" contributions for student loan payments to 401(k)s or offer auto-enrollment in an emergency savings account for participants, who could make contributions up to $2,500.

Tackling three roadblocks to retirement plan participation

The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.

Blog: Prepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees | The Wagner Law Group is a boutique law firm handling ERISA & Employee Benefits legal matters.

Retirement plan design addresses much more than retirement saving—today’s vehicles may offer options ranging from emergency funds, student loan matches and retirement income strategies. What plan design option would best fit your workplace? 

"Thoughtful" 401(k) auto-features can help boost participants’ retirement savings and strengthen their retirement readiness.

In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives...

3 retirement plan provisions plan sponsors may consider to help protect against ERISA violations issues...  These defensive provisions can include claims procedure requirements, plan limitation periods, mandatory arbitration clauses, and class...

Lower fees, more accessibility for participants and new distribution methods might make managed accounts worth a new look for employers who sponsor defined contribution plans.

For plan sponsors willing to revisit and reimagine their approach to the core components of DC plan design, the impact on their employees’ retirement can be profound.

Mercer says delving into participant data and keeping up with new product offerings, legislation and regulations can help plan sponsors improve their retirement programs in 2022.

Could increasing the default savings rate be a best practice to help boost new participants’ retirement savings? See the research and outcomes here.

What exactly is a phased retirement program? The 401(k) Plan Sponsor Question of the Week, answered!

Trends in the plan sponsor and defined contribution plan scene - an insightful study.

In a competitive employment environment, a strong retirement plan is key to attract and retain top talent.

Did you know that savings rates are 56% higher in plans with automatic enrollment?[1] There are a lot of plan elements that have a big impact on how your plan sponsors guide participants towards saving – learn how to emphasize them in your plans an...

A managed account makes sense for some investors -- especially midcareer