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Publisher: The National Law Review
Author: No AuthorHughes v. Northwestern University: Lessons for Retirement Committees and Other Fiduciaries
Important lessons from recent ERISA lawsuit. Retirement committee members and other fiduciaries should implement these 3 best practices.Important lessons from recent ERISA lawsuit. Retirement committee members and other fiduciaries should implement these 3 best practices.Tags: best-practiceserisalawsuitsfiduciary
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Publisher: PLANSPONSOR
Author: No AuthorLessons Learned From Public Employee Financial Wellness Programs
Employers that were part of an initiative to start or improve their programs—using a wide variety of approaches—shared challenges, surprises, rewards and advice.Employers that were part of an initiative to start or improve their programs—using a wide variety of approaches—shared challenges, surprises, rewards and advice.Tags: financial-wellness
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Publisher: National Association of Plan Advisors
Author: No Author9 Things You May Not Know About the Saver’s Credit
As I was pulling together tax information this weekend, I was reminded that, in addition to the benefits of pre-tax savings and deferred taxes on retirement savings, there’s another tax benefit—but one of which many aren’t aware. Are your empl...As I was pulling together tax information this weekend, I was reminded that, in addition to the benefits of pre-tax savings and deferred taxes on retirement savings, there’s another tax benefit—but one of which many aren’t aware. Are your empl...Tags:
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Publisher: Alight
Author: No AuthorThe impact of Small Amount Cash outs on Retirement Income
New Research: Keeping 401(k) savings in tax-advantaged accounts and utilizing auto-features (portability, escalation and enrollment) may help close the wealth gap across demographics.New Research: Keeping 401(k) savings in tax-advantaged accounts and utilizing auto-features (portability, escalation and enrollment) may help close the wealth gap across demographics.Tags: case-studyautomatic-features-participant-behavior
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Publisher: KLB Benefits Law Group
Author: No AuthorCorrection War Stories (Part I): Oops, Was that Plan Compensation?
5 steps for amending plan disqualification failures and maintaining a plan’s tax-qualified status, along with an updated definition of compensation your retirement plan needs.5 steps for amending plan disqualification failures and maintaining a plan’s tax-qualified status, along with an updated definition of compensation your retirement plan needs.Tags: plan-administrationvoluntary-corrections
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Publisher: Hall Benefits Law
Author: No Author5 Key Benefits Rulings From 2021, Part 1
The Employee Retirement Income Security Act of 1974, as amended (ERISA) is a federal law that sets minimum standards for most voluntarily established retirement and health plans in private industry. The primary purpose of ERISA is to protect the indi...The Employee Retirement Income Security Act of 1974, as amended (ERISA) is a federal law that sets minimum standards for most voluntarily established retirement and health plans in private industry. The primary purpose of ERISA is to protect the indi...Tags: erisa
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Publisher: Pacific Life
Author: Ruth SchauHow to Achieve Financial Wellbeing in Retirement
6 ways to guide your employees towards financial wellbeing, now and in retirement.6 ways to guide your employees towards financial wellbeing, now and in retirement.Tags: financial-wellness
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Publisher: LIMRA
Author: No AuthorSecure Retirement Institute: Unpaid Caregivers Continue to Struggle With Retirement Security
Even before the COVID-19 pandemic, unpaid caregivers struggled with the demands of work and saving for the future. The pandemic brought on additional work/life disruptions with stay-at-home orders, school closures, and reduced ability to outsource ca...Even before the COVID-19 pandemic, unpaid caregivers struggled with the demands of work and saving for the future. The pandemic brought on additional work/life disruptions with stay-at-home orders, school closures, and reduced ability to outsource ca...Tags:
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Publisher: PLANSPONSOR
Author: No AuthorSocial Security Replaces More Retirement Income for Low-Income Participants
Employers, use education to supplement low- and moderate-income workers’ retirement readiness. One of the biggest ways to increase their future outlook is delaying Social Security until full retirement age.Employers, use education to supplement low- and moderate-income workers’ retirement readiness. One of the biggest ways to increase their future outlook is delaying Social Security until full retirement age.Tags: retirement-readinesssocial-security
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Publisher: PLANSPONSOR
Author: No AuthorNew Developments in Managed Accounts
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.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.Tags: managed-accountsinvestment-optionsplan-design
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Publisher: Groom Law Group
Author: No AuthorGuaranteeing a Secure Retirement
Are you thinking about adding lifetime income investments within your workplace retirement plan? Here are some helpful fiduciary considerationsAre you thinking about adding lifetime income investments within your workplace retirement plan? Here are some helpful fiduciary considerationsTags:
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Publisher: PLANSPONSOR
Author: No AuthorParticipant Call Volumes and Website Visits Spike in January
Do your employees secretly have 401(k) questions? Financial wellness and increasing contributions could be on their minds.Do your employees secretly have 401(k) questions? Financial wellness and increasing contributions could be on their minds.Tags:
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Publisher: 401K Specialist
Author: No AuthorMichael Kane’s TAPO Redux: Where Are They Now?
By far, the coolest thing we experienced with Mike Kane since his appearance as our August 2018 TAPO was aboard the USS Midway.By far, the coolest thing we experienced with Mike Kane since his appearance as our August 2018 TAPO was aboard the USS Midway.Tags:
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Publisher: SCOTUSblog
Author: Ronald MannCourt reaffirms duties of retirement-plan sponsors to monitor and update plan options
Monday’s decision in Hughes v. Northwestern University will be a strong contender for shortest decision of the term – Justice Sonia Sotomayor’s opinion for a unanimous court did not fill six pages, and included only six paragraphs of explanatio...Monday’s decision in Hughes v. Northwestern University will be a strong contender for shortest decision of the term – Justice Sonia Sotomayor’s opinion for a unanimous court did not fill six pages, and included only six paragraphs of explanatio...Tags:
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Publisher: 401K Specialist
Author: No AuthorReevaluating 3 Key Components of 401k Plan Design to Make a Difference
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.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.Tags: plan-designemployee-experience
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Publisher: EBRI
Author: No AuthorImpact of Five Legislative Proposals and Industry Innovations on Retirement Income Adequacy
Recent legislation and findings impacting Retirement Income AdequacyRecent legislation and findings impacting Retirement Income AdequacyTags: 2022retirement-incomelegislation
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Publisher: John Hancock
Author: No AuthorFinancial stress survey during COVID-19
Two-thirds of employees surveyed said having access to a financial wellness program would make them more likely to stay with an employer.Two-thirds of employees surveyed said having access to a financial wellness program would make them more likely to stay with an employer.Tags: 2022financial-wellnesssurvey
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Publisher: TIAA
Author: No AuthorTIAA 2022 Financial Wellness Survey
59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.Tags: 2022surveyfinancial-wellness
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Publisher: Personal Capital
Author: No Author2022 Wealth & Wellness Index
The new Wealth & Wellness Index explores Americans' sense of financial confidence and provides a framework for developing financial health. The State of American Financial Confidence, Now & in the FutureThe new Wealth & Wellness Index explores Americans' sense of financial confidence and provides a framework for developing financial health. The State of American Financial Confidence, Now & in the FutureTags: 2022surveyfinancial-wellness
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Publisher: 401K Specialist
Author: No Author4 Reasons Why 401k Auto Portability is Inevitable
Auto-Portability - 4 things employers and plan sponsors want and need to know.Auto-Portability - 4 things employers and plan sponsors want and need to know.Tags: automatic-features-portability
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