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Publisher: PlanSponsor
Author: No AuthorParticipants Want Simplified Investment Education
Your employees need help understanding plan investment menus and investment optionsYour employees need help understanding plan investment menus and investment optionsTags: participant education, participant communication
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Publisher: 401kTV
Author: No AuthorManaged Accounts and Financial Wellness Work Better Together
Managed accounts and financial wellness. This combo could be the key to helping your employees prepare for better futures.Managed accounts and financial wellness. This combo could be the key to helping your employees prepare for better futures.Tags: financial wellness, investment options, retirement readiness, managed accounts
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Publisher: 401K Specialist
Author: No AuthorCan a 401k Fiduciary Rely on Luck?
Why 401(k) decisions should be driven by diligence, not luck.Why 401(k) decisions should be driven by diligence, not luck.Tags: 401k, prudent process, fiduciary, due diligence
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Publisher: PlanSponsor
Author: No AuthorHealth Care Plan Selection Can Hamper Retirement Savings
Are health care plan selections helping or hurting employees' 401(k) savings?Are health care plan selections helping or hurting employees' 401(k) savings?Tags: retirement savings, financial wellness, participant wellbeing, health plans
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Publisher: EBRI
Author: No AuthorRetirees in Profile: Evaluating Five Distinct Lifestyles in Retirement
Looking into retiree profiles and retirement lifestyles might help employees visualize retirement and motivate savings.Looking into retiree profiles and retirement lifestyles might help employees visualize retirement and motivate savings.Tags: financial wellness, retirement readiness, retirement income, savings rates
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Publisher: PlanSponsor
Author: No AuthorIRS Reveals Retirement Plan Compliance Initiatives
6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vesting6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vestingTags: loans, irs, compliance, rmds, vesting
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Publisher: PlanSponsor
Author: No AuthorHow HSAs Work
Demystifying the HSA. Understanding features of health savings accounts and rules regarding them.Demystifying the HSA. Understanding features of health savings accounts and rules regarding them.Tags: education, hsa, health savings accounts
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Publisher: Department of Labor
Author: No AuthorUS Department of Labor announces new cybersecurity guidance for plan sponsors, plan fiduciaries, record-kee...
401(k) Plan Cybersecurity: Department of Labor releases best practices for maintaining cybersecurity.401(k) Plan Cybersecurity: Department of Labor releases best practices for maintaining cybersecurity.Tags: best practices, cybersecurity, department of labor, ebsa
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Publisher: 401K Specialist
Author: No Author401k Litigation Spike Spurs Trend in Fiduciary Outsourcing
Is fiduciary outsourcing right for your 401(k) plan? With lawsuits for excessive fees, inappropriate investment options and self-dealing on the rise, you could benefit from a fiduciary specialist.Is fiduciary outsourcing right for your 401(k) plan? With lawsuits for excessive fees, inappropriate investment options and self-dealing on the rise, you could benefit from a fiduciary specialist.Tags: fiduciary responsibility, fiduciary outsourcing, self-dealing
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Publisher: PlanSponsor
Author: No AuthorHow to Make Changes That Make a Difference for Your HSA Program
Ways employers can enhance their HSA programs’ participation rates.Ways employers can enhance their HSA programs’ participation rates.Tags: employee benefit, hsa, enhancements
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Publisher: Groom Law Group
Author: No AuthorDOL Issues Cybersecurity Guidance for Plan Sponsors, Plan Fiduciaries, Recordkeepers, and Plan Participants...
Protect your online security with the DOL's cybersecurity best practices for plan sponsors, including tips and insights on hiring service providers.Protect your online security with the DOL's cybersecurity best practices for plan sponsors, including tips and insights on hiring service providers.Tags: cybersecurity, department of labor
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Publisher: 401K Specialist
Author: No AuthorMost Plan Participants Clueless About 401k Fees
3 out of 4 participants are unsure what their retirement plan costs. Help your employees understand what their retirement plan costs and the value they are receiving3 out of 4 participants are unsure what their retirement plan costs. Help your employees understand what their retirement plan costs and the value they are receivingTags: fees, plan fees, participants, fee disclosure
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Publisher: PlanSponsor
Author: No AuthorAs More Retirees Remain in Plans, Retirement Income Solutions Follow
Trending: Employees are keeping their retirement accounts at their previous employer, but why? Economies of scale, lower costs and (new) income solutions may help with decumulation strategiesTrending: Employees are keeping their retirement accounts at their previous employer, but why? Economies of scale, lower costs and (new) income solutions may help with decumulation strategiesTags: financial wellness, investment options, retirement income, guaranteed income, distributions, plan fees
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Publisher: PlanSponsor
Author: No AuthorTaking Steps to Expand Retirement Plan Access
Significant advancements and expansion of retirement plan coverage may be coming, based on recent and future legislation.Significant advancements and expansion of retirement plan coverage may be coming, based on recent and future legislation.Tags: retirement plan options, state run palns, small employer, peps, simple
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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: participant education, financial wellness
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Publisher: PlanSponsor
Author: No AuthorHow Can HSAs Be Framed As Retirement Savings Vehicles?
Do your employees see their HSA as a spending resource or a savings tool? Tips to educate about tax advantages, growth and investment options.Do your employees see their HSA as a spending resource or a savings tool? Tips to educate about tax advantages, growth and investment options.Tags: retirement savings, hsa, health savings accounts
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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: best practices, cybersecurity
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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 response, irs, partial plan termination
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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: financial wellness, participant behavior, participant outcomes, covid response
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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: additional benefit, investment options, plan design, target date investments
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