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Publisher: Capital Group
Author: No AuthorAuto features: Friend or foe?
"Thoughtful" 401(k) auto-features can help boost participants’ retirement savings and strengthen their retirement readiness."Thoughtful" 401(k) auto-features can help boost participants’ retirement savings and strengthen their retirement readiness.Tags: automatic-features-plan-designbehavioral-finance
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Publisher: PLANSPONSOR
Author: No AuthorBoomerang Kids Can Put Parents in a Retirement Jam | PLANSPONSOR
Many parents with adult children share a complication in their retirement preparations: boomerang kids, or adult children who have returned to the family home.Many parents with adult children share a complication in their retirement preparations: boomerang kids, or adult children who have returned to the family home.Tags:
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Publisher: Investment Company Institute
Author: No AuthorICI Statement on SEC ESG Disclosure Proposal
ICI President and CEO Eric Pan released the following statement regarding the SEC’s proposal to require additional disclosure around environmental, social, and governance (ESG) investment practices: “ICI fully supports regulatory measures to addr...ICI President and CEO Eric Pan released the following statement regarding the SEC’s proposal to require additional disclosure around environmental, social, and governance (ESG) investment practices: “ICI fully supports regulatory measures to addr...Tags: esginvestment-optionssustainable-investing
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Publisher: 401(k) Specialist
Author: Thomas Hawkins3 Ways 401k Plan Sponsors Can Boost Participant Awareness - 401(k) Specialist
Want to boost financial awareness among participants? Check out these best practices.Want to boost financial awareness among participants? Check out these best practices.Tags:
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Publisher: Retirement Clearinghouse Logo
Author: No AuthorIndividuals - The RCH Cashout Calculator
Making a 'cashout calculator' available to employees can help them understand the high cost of cashing out, even for small 401(k) balances.Making a 'cashout calculator' available to employees can help them understand the high cost of cashing out, even for small 401(k) balances.Tags:
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Publisher: FinanceBuzz
Author: No AuthorRetirement Survey: Market Volatility Changing Americans’ Retirement Behaviors and Outlooks [2022 Survey]
Only 16% of Americans think they will be able to retire when they want to. How can employers help change that?Only 16% of Americans think they will be able to retire when they want to. How can employers help change that?Tags:
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Publisher: JD Supra
Author: No AuthorSo You Missed the IRS’s Preapproved Defined Contribution Retirement Plan Restatement Deadline - Now What?...
Every six years, all preapproved defined contribution retirement plans (such as 401(k) plans) must be restated in new plan documents that have fresh... So You Missed the IRS’s Pre Approved Defined Contribution Retirement Plan Restatement Deadlin...Every six years, all preapproved defined contribution retirement plans (such as 401(k) plans) must be restated in new plan documents that have fresh... So You Missed the IRS’s Pre Approved Defined Contribution Retirement Plan Restatement Deadlin...Tags:
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Publisher: PLANADVISER
Author: No AuthorBooz Allen Hamilton, Others Face Passive TDF Performance Lawsuits | PLANADVISER
Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds that might have performed better.Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds that might have performed better.Tags: target-date-investmentspassive
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Publisher: Bloomberg.com
Author: No AuthorA Majority of Americans Report a Financial Bright Spot Despite Declining Financial Confidence, According to...
Though retirement confidence has declined since January, 64% of adults expect their retirement savings to last their whole lives.Though retirement confidence has declined since January, 64% of adults expect their retirement savings to last their whole lives.Tags:
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Publisher: PLANSPONSOR
Author: No AuthorSustainable Index Fund Debuts for 401(k) plans | PLANSPONSOR
The first climate-friendly fund made for 401(k)'s has arrived!The first climate-friendly fund made for 401(k)'s has arrived!Tags: esgsustainable-investing
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Publisher: PLANSPONSOR
Author: No AuthorAre Retirement Plan Sponsors Still Required to File Form 8955-SSA? | PLANSPONSOR
What is Form 8955-SSA? And are plan sponsors still required to file it? Hear it from the experts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.What is Form 8955-SSA? And are plan sponsors still required to file it? Hear it from the experts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.Tags: irsmissing-participants
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Publisher: PLANSPONSOR
Author: No AuthorCommunicating on ESG to 401(k) Plan Participants | PLANSPONSOR
Interested in offering Environmental, Social and Governance investing for your company's retirement plan? A framework for helping 401(k) participants understand sustainable investing is emerging. #Sustainability #ESG #InvestingInterested in offering Environmental, Social and Governance investing for your company's retirement plan? A framework for helping 401(k) participants understand sustainable investing is emerging. #Sustainability #ESG #InvestingTags: esgparticipant-communication
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Publisher: Gallup.com
Author: Gallup, Inc.More in U.S. Retiring, or Planning to Retire, Later
Americans are retiring at a later age than was the case in the 1990s and early 2000s. Working Americans also expect to work until an older age.Americans are retiring at a later age than was the case in the 1990s and early 2000s. Working Americans also expect to work until an older age.Tags:
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Publisher: Foley & Lardner
Author: No Author401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs | Foley & Lardner LLP
Five administrative policies every 401(k) plan needsFive administrative policies every 401(k) plan needsTags:
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Publisher: 401(k) Specialist
Author: No AuthorNew Book Tackles Obstacles Senior Women Face in Retirement - 401(k) Specialist
5,000 women turn 65 in the U.S. every day. Despite that, many feel unprepared for the realities of aging and retirement and all that comes with it.5,000 women turn 65 in the U.S. every day. Despite that, many feel unprepared for the realities of aging and retirement and all that comes with it.Tags: participant-communication
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Publisher: SHRM
Author: No AuthorEmployee Benefits Survey - Executive Summary
Healthcare, retirement savings and PTO emerge as the top 3 ranked benefits employers can offer.Healthcare, retirement savings and PTO emerge as the top 3 ranked benefits employers can offer.Tags:
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Publisher: Kaiser Health News
Author: Noam N. Levey100 Million People in America Are Saddled With Health Care Debt
Are your employees bogged down with healthcare debt? A quarter of adults with health care debt owe more than $5,000 and about 1 in 5 with any amount of debt said they don’t expect to ever pay it off. #Debt #Healthcare #SavingsAre your employees bogged down with healthcare debt? A quarter of adults with health care debt owe more than $5,000 and about 1 in 5 with any amount of debt said they don’t expect to ever pay it off. #Debt #Healthcare #SavingsTags:
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Publisher: Bitcoin IRA
Author: No AuthorBitcoin IRA Survey Finds Roughly 80% of Respondents are Considering Investing in Crypto as Part of Their Re...
80% of investors are considering investing in #crypto as part of their retirement planning strategy, but should they?80% of investors are considering investing in #crypto as part of their retirement planning strategy, but should they?Tags: cryptocurrency
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Publisher: Ice Miller LLP
Author: No AuthorIRS Announces New “Pre-Audit” Pilot Program for Retirement Plans
New IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401kNew IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401kTags:
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Publisher: Investment Company Institute
Author: No AuthorRetirement Saving Remains a Priority to Start 2022
Retirement saving remained a key focus through the first quarter of 2022, with ICI research demonstrating that defined contribution (DC) plan participants continued to save in their retirement plans at work. Despite recent economic events, 401(k) p...Retirement saving remained a key focus through the first quarter of 2022, with ICI research demonstrating that defined contribution (DC) plan participants continued to save in their retirement plans at work. Despite recent economic events, 401(k) p...Tags: participant-behaviorinflation
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