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  • Publisher: Alight

    2021 Hot Topics in Retirement and Financial Wellbeing

    New research shows 9 out of 10 employers are looking to create or expand financial wellness programs #FinancialWellness
    New research shows 9 out of 10 employers are looking to create or expand financial wellness programs #FinancialWellness

    Tags: financial-wellnesshot-topics

    5 1
  • Publisher: 401K Specialist

    How 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 Investments 
    Target date funds (TDFs) differ significantly in terms of asset classes, glide path, fulfillment, and fees. Here is some information on evaluating Target Date Investments 

    Tags:

    5 1
  • Two Approaches to Benchmarking Plan Fees
    Publisher: PlanSponsor

    Two 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 fees
    Benchmarking plan fees can be a complex task without the proper guidance. Here are two ways plan sponsors can benchmark their fees

    Tags: fees401kbenchmarkingrfp

    5 1
  • Publisher: PlanSponsor

    How 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
  • Two Approaches to Benchmarking Plan Fees
    Publisher: PlanSponsor

    Two 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 fees
    Benchmarking plan fees can be a complex task without the proper guidance. Here are two ways plan sponsors can benchmark their fees

    Tags: feesbenchmarkingrfp

    5 1
  • Managed Accounts Poised for the New Go-to QDIA
    Publisher: 401kTV

    Managed 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
  • Unequal Financial Experiences Highlight Need for Different Emergency Savings Solutions
    Publisher: PlanSponsor

    Unequal 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 workplace
    A recent survey finds different demographics call for different savings solutions to reach financial security. Learn how this may have impacted your workplace

    Tags: financial-wellnessemergency-savings

    5 1
  • What a Year Without Retirement Savings Can Do to Participant Outcomes
    Publisher: PlanSponsor

    What 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

    Behavior 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
  • Measuring the Impact of a Well-Being Program: U-Haul’s Story
    Publisher: PlanSponsor

    Measuring 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
  • Cybersecurity Best Practices, DOL Style: Setting the Groundwork
    Publisher: NATIONAL TAX-DEFERRED SAVINGS ASSOCIATION

    Cybersecurity 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

    Department 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
  • You’re Notified of a Pending DOL Investigation - Here’s What to Expect
    Publisher: 401K Specialist

    You’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
  • Mental Health Care Requires Shift in Employee Benefits
    Publisher: 401kTV

    Mental 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

    With 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

    Is it time to ditch target-date funds in your 401(k)?

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

    Tags:

    5 1
  • Publisher: Fidelity

    2021 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 goals
    Are your employees still on track? Despite the pandemic’s impact on retirement planning, 82% are confident that they will achieve their retirement goals

    Tags:

    5 1
  • Publisher: Groom Law Group

    IRS 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
  • Cybersecurity Security Best Practices for Retirement Plan Administration
    Publisher: Troutman Pepper - Cybersecurity Security Best Practices for Retirement Plan Administration

    Cybersecurity 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
  • Employee Financial Wellness Can’t Wait Any Longer—Here’s Why
    Publisher: 401K Specialist

    Employee 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
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