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Publisher: InvestmentNews
Author: No AuthorESG popular among young workers in public DC plans: EBRI report
ESG funds rank high among younger participants. Learn more here EBRI found that when ESG funds are included in public defined-contribution plans, they're used frequently by younger workersESG funds rank high among younger participants. Learn more here EBRI found that when ESG funds are included in public defined-contribution plans, they're used frequently by younger workersTags: investment-optionsesgparticipant-behavior
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Publisher: PLANSPONSOR
Author: No AuthorExpect More Difficulty Obtaining Fiduciary Insurance
How can employers make a good impression on insurers to receive effective fiduciary insurance?How can employers make a good impression on insurers to receive effective fiduciary insurance?Tags: fiduciary-responsibility-fiduciary-insurance
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Publisher: 401(k) Specialist
Author: Brian Anderson, Editor-in-ChiefExploring the Very Real Workplace Financial Wellness Gender Gap
New study from HerMoney and Principal explores the very real workplace financial wellness gender gap, perceptions about investingNew study from HerMoney and Principal explores the very real workplace financial wellness gender gap, perceptions about investingTags:
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Publisher: Faegre Drinker
Author: No AuthorFederal District Court Finds ERISA Plan Participants Lack Standing to Challenge Cross-Plan Offsetting
Does your company retirement plan allow for cross-plan offsetting? What is it, and how does a new court ruling impact employers?Does your company retirement plan allow for cross-plan offsetting? What is it, and how does a new court ruling impact employers?Tags: erisalitigationcross-plan-offsetting
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Publisher: PLANSPONSOR
Author: No AuthorFee Considerations for Small Plans
Fee considerations for small plans, from reviewing investment options to benchmarking.. ÂFee considerations for small plans, from reviewing investment options to benchmarking.. ÂTags: benchmarkinginvestment-optionsfeesplan-fees
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Publisher: 401K Specialist
Author: No AuthorFidelity to Offer Bitcoin in 401ks - 401K Specialist
Crypto and 401(k)s... A good idea, bad idea or still too early to tell? Bitcoin in 401ks took a major step forward with the announcement that Fidelity is launching Fidelity’s workplace Digital Assets Account.Crypto and 401(k)s... A good idea, bad idea or still too early to tell? Bitcoin in 401ks took a major step forward with the announcement that Fidelity is launching Fidelity’s workplace Digital Assets Account.Tags: cryptocurrencyinvestment-optionsfidelity
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Publisher: EBRI
Author: No AuthorField of Dreams? Measuring the Impact of Financial Wellbeing Initiatives on 401(k) Plan Utilization
Financial Wellness webinars have been shown to increase 401(k) contributions. When are you hosting one?Financial Wellness webinars have been shown to increase 401(k) contributions. When are you hosting one?Tags:
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Publisher: Department of Labor
Author: No AuthorFinal Rule on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights
BREAKING: The DOL allows for 401(k) plans to offer ESG funds. #DOL #ESGBREAKING: The DOL allows for 401(k) plans to offer ESG funds. #DOL #ESGTags: department-of-laboresg
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Publisher: PLANSPONSOR
Author: No AuthorFinalized Form 5500 Changes Add to Plan Sponsors’ Responsibilities
Employer Need-to-Knows: SECURE Act changes and Form 5500 requirements.Employer Need-to-Knows: SECURE Act changes and Form 5500 requirements.Tags:
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Publisher: PLANSPONSOR
Author: No AuthorFinances, Student Loan Debt Putting a Strain on Employees
Employers should provide financial wellness programs that continuously engage employees, as employee stress has increased, especially among younger generations dealing with student loan debt. As student loan debt is causing more financial stress on ...Employers should provide financial wellness programs that continuously engage employees, as employee stress has increased, especially among younger generations dealing with student loan debt. As student loan debt is causing more financial stress on ...Tags:
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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: 401kTV
Author: No AuthorFinancial Wellness Programs are a Priority for Plan Sponsors
Does your company offer this important benefit critical to improving retirement plan outcomes?Does your company offer this important benefit critical to improving retirement plan outcomes?Tags:
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Publisher: PLANSPONSOR
Author: No AuthorFocused Retirement Savers Are Not Dispirited by Inflation | PLANSPONSOR
Here is how "super savers" are setting the pace for retirement despite inflation concerns.Here is how "super savers" are setting the pace for retirement despite inflation concerns.Tags: inflationretirement-savingsparticipant-behavior
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Publisher: Groom Law Group
Author: No AuthorForm 5500 DOL Investigations
Plan sponsors, pay attention to what you are reporting on Form 5500 to help minimize your odds of a DOL investigation. More info herePlan sponsors, pay attention to what you are reporting on Form 5500 to help minimize your odds of a DOL investigation. More info hereTags: department-of-laborbest-practices5500-form
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Publisher: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
Author: No AuthorFour Steps to Strengthen Workforce Financial Wellness
4 actionable steps to promote and strengthen financial wellness in your workplace while reinforcing #retirement savings awareness in your employees.4 actionable steps to promote and strengthen financial wellness in your workplace while reinforcing #retirement savings awareness in your employees.Tags:
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Publisher: PLANSPONSOR
Author: No AuthorGen Z Employees Seek More Personalized, Year-Round Benefits Experience | PLANSPONSOR
New MetLife data suggests that employers should re-evaluate their benefits strategies with this cohort’s needs in mind.New MetLife data suggests that employers should re-evaluate their benefits strategies with this cohort’s needs in mind.Tags:
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Publisher: PLANSPONSOR
Author: No AuthorGen Z, Millennials to Seek Employer Support for Retirement Savings in 2024 | PLANSPONSOR
Despite dealing with the most debt of any current generation, Gen Z and Millennial workers value saving for retirement and are the most likely to use workplace-provided advice services.Despite dealing with the most debt of any current generation, Gen Z and Millennial workers value saving for retirement and are the most likely to use workplace-provided advice services.Tags: retirement-savingsparticipant-behaviorgen-z
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Publisher: SHRM
Author: Kathy GurchiekGeneration Z Eyes Early Retirement, Wants Personalized 401(k) Advice
​Workers ages 21 to 26 want to retire at age 61. However, these Generation Z members say inflation, monthly bills and unexpected expenses are among the obstacles to saving for a comfortable retirement, according to a new Schwab study.​Workers ages 21 to 26 want to retire at age 61. However, these Generation Z members say inflation, monthly bills and unexpected expenses are among the obstacles to saving for a comfortable retirement, according to a new Schwab study.Tags: gen-zadviceretirement-age
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Publisher: PLANSPONSOR
Author: No AuthorGetting Retirement Plan Help From the IRS
The IRS is here to help plan sponsors with plan direction and assistance with administration duties.The IRS is here to help plan sponsors with plan direction and assistance with administration duties.Tags: irsplan-administrationdetermination-letters
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Publisher: PlanSponsor
Author: No AuthorGiving Employees the Financial Wellness Help They Want
Lately, employees feel they have less control of their financial health. How can plan sponsors help? Offer financial coaching, education and holisticLately, employees feel they have less control of their financial health. How can plan sponsors help? Offer financial coaching, education and holisticTags:
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