-
Publisher: Alight
Author: No Author2021 Hot Topics in Retirement and Financial Wellbeing
New research shows 9 out of 10 employers are looking to create or expand financial wellness programs #FinancialWellnessNew research shows 9 out of 10 employers are looking to create or expand financial wellness programs #FinancialWellnessTags: financial-wellnesshot-topics
5 1 -
Publisher: 401K Specialist
Author: No AuthorHow to Vet Target-Date Funds
Target date funds (TDFs) differ significantly in terms of asset classes, glide path, fulfillment, and fees. Here is some information on evaluating Target Date InvestmentsTarget date funds (TDFs) differ significantly in terms of asset classes, glide path, fulfillment, and fees. Here is some information on evaluating Target Date InvestmentsTags:
5 1 -
Publisher: PlanSponsor
Author: No AuthorTwo Approaches to Benchmarking Plan Fees
Benchmarking plan fees can be a complex task without the proper guidance. Here are two ways plan sponsors can benchmark their feesBenchmarking plan fees can be a complex task without the proper guidance. Here are two ways plan sponsors can benchmark their feesTags: fees401kbenchmarkingrfp
5 1 -
Publisher: PlanSponsor
Author: No AuthorHow to Get Participants to Really Think Twice About Early Withdrawals
Tips for reducing early withdrawals: employee education and rollover guidance may help reduce 401(k) leakage.Tips for reducing early withdrawals: employee education and rollover guidance may help reduce 401(k) leakage.Tags: withdrawlsretirementreadinessrolloversleakage
5 1 -
Publisher: PlanSponsor
Author: No AuthorTwo Approaches to Benchmarking Plan Fees
Benchmarking plan fees can be a complex task without the proper guidance. Here are two ways plan sponsors can benchmark their feesBenchmarking plan fees can be a complex task without the proper guidance. Here are two ways plan sponsors can benchmark their feesTags: feesbenchmarkingrfp
5 1 -
Publisher: 401kTV
Author: No AuthorManaged Accounts Poised for the New Go-to QDIA
Managed Accounts are gaining respect among the plan sponsors looking for a more personalized qualified default investment alternative (QDIA). Should plan sponsors consider using TDFs or another option for their QDIA? Check out the most popular alter...Managed Accounts are gaining respect among the plan sponsors looking for a more personalized qualified default investment alternative (QDIA). Should plan sponsors consider using TDFs or another option for their QDIA? Check out the most popular alter...Tags: managed-accountstarget-date-investmentsqdia
5 1 -
Publisher: PlanSponsor
Author: No AuthorUnequal Financial Experiences Highlight Need for Different Emergency Savings Solutions
A recent survey finds different demographics call for different savings solutions to reach financial security. Learn how this may have impacted your workplaceA recent survey finds different demographics call for different savings solutions to reach financial security. Learn how this may have impacted your workplaceTags: financial-wellnessemergency-savings
5 1 -
Publisher: PlanSponsor
Author: No AuthorWhat a Year Without Retirement Savings Can Do to Participant Outcomes
During the COVID pandemic, 3 in 10 participants took a loan from their retirement savings. Here's some guidance for keeping participants on the right track.During the COVID pandemic, 3 in 10 participants took a loan from their retirement savings. Here's some guidance for keeping participants on the right track.Tags:
5 1 -
Publisher: Fiduciary Decisions Insights
Author: No AuthorBehavior Drives Outcomes: Learn how to enhance plans to drive retirement success
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...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...Tags:
5 1 -
Publisher: PlanSponsor
Author: No AuthorMeasuring the Impact of a Well-Being Program: U-Haul’s Story
Financial Wellness tips from a company climbing the Healthiest 100 Workplaces in America list.Financial Wellness tips from a company climbing the Healthiest 100 Workplaces in America list.Tags:
5 1 -
Publisher: NATIONAL TAX-DEFERRED SAVINGS ASSOCIATION
Author: No AuthorCybersecurity Best Practices, DOL Style: Setting the Groundwork
The Department of Labor’s Employee Benefits Security Administration (EBSA) on April 14 issued comprehensive guidance on cybersecurity from a variety of perspectives. How protected is your retirement plan? Recently, the DOL laid out best practices f...The Department of Labor’s Employee Benefits Security Administration (EBSA) on April 14 issued comprehensive guidance on cybersecurity from a variety of perspectives. How protected is your retirement plan? Recently, the DOL laid out best practices f...Tags: cybersecuritydepartment-of-laborbest-practices
5 1 -
Publisher: The Wagner Law Group
Author: No AuthorDepartment of Labor Issues Cybersecurity Guidance
A law alert concerning cybersecurity for ERISA-covered plans. E-delivery of retirement plan documents is green, but could it be increasing your risk of cybersecurity attacks? DOL issues new cybersecurity guidance.A law alert concerning cybersecurity for ERISA-covered plans. E-delivery of retirement plan documents is green, but could it be increasing your risk of cybersecurity attacks? DOL issues new cybersecurity guidance.Tags:
5 1 -
Publisher: 401K Specialist
Author: No AuthorYou’re Notified of a Pending DOL Investigation - Here’s What to Expect
POP QUIZ: The DOL starts an audit, what do you do? Check out this audit process summary with a quick list of documents you will need on hand.POP QUIZ: The DOL starts an audit, what do you do? Check out this audit process summary with a quick list of documents you will need on hand.Tags:
5 1 -
Publisher: 401kTV
Author: No AuthorMental Health Care Requires Shift in Employee Benefits
Mental Health Care is front and center post-Pandemic! The chaos of the Covid-19 pandemic has elevated mental health care needs. Show your employees you care about their mental health with next-generation employee benefits.Mental Health Care is front and center post-Pandemic! The chaos of the Covid-19 pandemic has elevated mental health care needs. Show your employees you care about their mental health with next-generation employee benefits.Tags:
5 1 -
Publisher: SHRM
Author: No AuthorWith Employees Receptive to Financial Wellness, Strike While the Iron Is Hot
Employees want your help getting their financial lives in order. Post pandemic, employees are motivated to take action to improve their finances, and they are looking to utilize financial wellness programs!Employees want your help getting their financial lives in order. Post pandemic, employees are motivated to take action to improve their finances, and they are looking to utilize financial wellness programs!Tags: financial-wellnessemployee-benefit
5 1 -
Publisher: MarketWatch
Author: Robert PowellIs it time to ditch target-date funds in your 401(k)?
A managed account makes sense for some investors -- especially midcareerA managed account makes sense for some investors -- especially midcareerTags:
5 1 -
Publisher: Fidelity
Author: No Author2021 State of Retirement planning study
Are your employees still on track? Despite the pandemic’s impact on retirement planning, 82% are confident that they will achieve their retirement goalsAre your employees still on track? Despite the pandemic’s impact on retirement planning, 82% are confident that they will achieve their retirement goalsTags:
5 1 -
Publisher: Groom Law Group
Author: No AuthorIRS Clarifies Partial Plan Termination Relief Under 2020 Legislation
On April 27, the Internal Revenue Service (“IRS”) issued informal guidance on partial plan terminations as part of the COVID-related tax relief provided under The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the “Relief Act”), ...On April 27, the Internal Revenue Service (“IRS”) issued informal guidance on partial plan terminations as part of the COVID-related tax relief provided under The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the “Relief Act”), ...Tags: covid-responsepartial-plan-terminationirs
5 1 -
Publisher: Troutman Pepper - Cybersecurity Security Best Practices for Retirement Plan Administration
Author: No AuthorCybersecurity Security Best Practices for Retirement Plan Administration
On April 14, the EBSA issued guidance for plan sponsors, plan fiduciaries, plan service providers, and plan participants on best practices for maintaining cybersecurity and protecting retirement plan assets (2021 Guidance). The 2021 Guidance is the f...On April 14, the EBSA issued guidance for plan sponsors, plan fiduciaries, plan service providers, and plan participants on best practices for maintaining cybersecurity and protecting retirement plan assets (2021 Guidance). The 2021 Guidance is the f...Tags: cybersecuritybest-practices
5 1 -
Publisher: 401K Specialist
Author: No AuthorEmployee Financial Wellness Can’t Wait Any Longer—Here’s Why
Looking for ways to help employees reduce financial stress? Financial wellness is the number one benefit employers are looking to add in the next 1–2 years.Looking for ways to help employees reduce financial stress? Financial wellness is the number one benefit employers are looking to add in the next 1–2 years.Tags:
5 1
Powered by Optimal Access
Category Tags
2022audits2022cryptocurrencydepartment-of-labor2022economic-recovery2022emergency-savingslegislationretirement-savings2022financial-wellnesssurvey2022market-commentary2022retirement-incomelegislation2022starter-401klegislationstart-up2022survey2022surveyfinancial-wellness2023state-run-palnsstart-upstarter-401k401kstarter-401ksmall-employerplan-administration5500-formplan-audit2023additional-benefitrecruiting-and-retentionaudits2023irsautomatic-featuresautomatic-features-participant-behaviorautomatic-features-plan-designbehavioral-financeautomatic-features-portabilitybehavioral-financefinancial-wellnessbenchmarkinginvestment-optionsfeesplan-feesbest-practiceserisalawsuitsfiduciarybest-practicesparticipant-behaviorcares-actcovid-responsermdcase-studyautomatic-features-participant-behaviorcompliance2022covid-responsepartial-plan-terminationirscovid-responseparticipant-behaviorcryptocurrencycryptocurrencyinvestment-optionscryptocurrencyinvestment-optionscybersecuritycryptocurrencyinvestment-optionsfidelitycybersecuritycybersecuritybest-practicescybersecuritydepartment-of-laborcybersecuritydepartment-of-laborauditscybersecuritydepartment-of-laborbest-practicescybersecuritydepartment-of-laborbest-practicesebsacybersecurityparticipant-educationcycle-3reinstatementplan-documentsdeferral-ratesautomatic-features-rehiresdelayed-retirementdepartment-of-laborbest-practices5500-formdepartment-of-laboresge-deliverycompliancee-disclosureseconomic-recoverybehavioral-financeemergency-savingsemployee-behaviorfinancial-wellnessdecumualationemployee-benefitemployee-benefitfinancial-wellnessemployee-benefitmental-healthemployee-communicationemployee-enrollmentemployee-feedbackenhancementshsaemployee-benefiterisaerisalitigationcross-plan-offsettingesgesginvestment-optionsesginvestment-optionssustainable-investingesglegislationinvestment-options2023esgparticipant-communicationesgparticipant-communicationinvestment-optionsesgsustainable-investingesgsustainable-investinginvestment-optionsfees401kbenchmarkingrfpfeesbenchmarkingrfpfeeslawsuitsfiduciaryfiduciary-responsibility-best-practicesfiduciary-responsibility-fiduciary-insurancefiduciaryprudent-processdue-diligence401kfinancial-wellnessfinancial-wellnessdebt-reductionfinancial-wellnessdiversityinclusionfinancial-wellnessemergency-savingsfinancial-wellnessemployee-benefitfinancial-wellnesshot-topicsfinancial-wellnessretirement-readinessfinancial-wellnessstudent-loanemployee-benefitfraudcontribution-fraudgen-zadviceretirement-ageguaranteed-incomeguaranteed-incomeemployee-benefithardshiphealth-savings-accountseducationhsahealth-savings-accountsretirement-savingshsahsaparticipant-communicationhsaretirement-savingsin-plan-solutionsdistributionsinflationretirement-savingsparticipant-behaviorinflationtotal-benefitsautomatic-featuresinvestment-optionsesgparticipant-behaviorinvestment-optionshsainvestment-optionsparticipant-behaviorinvestment-optionsreal-estateinvestment-optionssecure-20retirement-readinessirscompliancermdsloansvestingirscontribution-limitsirsdetermination-lettersirsmissing-participantsirsplan-administrationdetermination-lettersirssecure-actrmd2022loanshardshipfinancial-wellnessemployee-benefitloansparticipant-behaviordistributionsirsmanaged-accountsinvestment-optionsplan-designmanaged-accountstarget-date-investmentsqdiamarket-commentarysvbmissing-participantscompliancemissing-participantsfiduciary-responsibilitymissing-participantsparticipant-behaviormissing-participantsplan-administrationparticipant-behaviorparticipant-behavior2022inflationparticipant-behavior2022market-commentaryparticipant-behaviordbpension-risk-transferparticipant-behaviordeferral-ratesparticipant-behavioremployee-benefitparticipant-behaviorinflationparticipant-behaviorparticipant-communicationparticipant-behaviorparticipant-educationeducationparticipant-communicationparticipant-communicationemployee-communicationparticipant-educationparticipant-communicationparticipant-educationretirement-savingsparticipant-outcomesloansmilitaryplan-administrationplan-administrationcomplianceplan-administrationvoluntary-correctionsplan-auditbest-practicesplan-committeelegalplan-design401kretirement-plan-optionsplan-designemployee-experienceplan-designphased-retirementplan-designplan-provisionsplan-designretirement-readinessdeferral-ratesplan-documentsbest-practicesprudent-processplan-feesparticipantsfee-disclosurefeesportabilityrecruiting-and-retentionrecruiting-and-retentionparticipant-behaviorrecruiting-and-retentionplan-designrehiresdistributionsretirement-incomeretirement-incomefinancial-wellnesswomenretirement-readinessbenchmarkingplan-metricsretirement-readinesssocial-securityretirement-readinesssurveystatisticsretirement-savingsparticipant-behaviorgen-zretirement-savingsparticipation-ratesrmdsparticipant-communicationrolloversparticipant-behaviorretirement-readinesssecure-202023self-correctionserrorssecure-20plan-provisionscontribution-limitssecure-20rothsocial-security2022state-run-palnserisastatisticsfinancial-wellnessfinancial-stressstudent-loanadditional-benefitsecure-20student-loancovid-responseparticipant-wellbeingstudent-loanfinancial-stressfinancial-wellnesssurveystatisticscares-actsecure-actrothsurveystatisticsplan-designvalue-addsurveystatisticsretirement-readinesstarget-date-investmentspassivewithdrawlsretirementreadinessrolloversleakage