Curated Content Library - Plan Sponsor Consultants

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Publisher: 401(k) Specialist
Author: Brian Anderson

Despite Volatility, Average 401k Contribution Rates Remain Stable - 401(k) Specialist

Stay the course. #Research study shows even inspiteof volatility, deferral rates remained steady at 8.4%

Stay the course. #Research study shows even inspiteof volatility, deferral rates remained steady at 8.4%
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Stay the course. #Research study shows even inspiteof volatility, deferral rates remained steady at 8.4%
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Tags: participant behavior, inflation, 2022

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Publisher: PLANSPONSOR
Author: No Author

Workers Delaying Retirement Has Doubled Since Last Year | PLANSPONSOR

With more and more #Boomers approaching retirement age, 40% are looking to delay. What does this mean for your workforce?

With more and more #Boomers approaching retirement age, 40% are looking to delay. What does this mean for your workforce?
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With more and more #Boomers approaching retirement age, 40% are looking to delay. What does this mean for your workforce?
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Tags: delayed retirement

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Publisher: Investment Company Institute
Author: No Author

BrightScope/ICI Data Show Employer Commitment to 401(k) Plan Saving

Research shows employer contributions can both encourage participant contributions and enhance them, read more about the findings. #savings

Research shows employer contributions can both encourage participant contributions and enhance them, read more about the findings. #savings
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Research shows employer contributions can both encourage participant contributions and enhance them, read more about the findings. #savings
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Publisher: Forbes
Author: Chris Carosa

How Can 401(k) Plan Sponsors Address The Biggest Issues They Face Right Now?

Addressing the biggest plan sponsor issues.

Addressing the biggest plan sponsor issues.
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Addressing the biggest plan sponsor issues.
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Tags: plan administration, 401k, starter 401k, small employer

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Publisher: BenefitsPRO
Author: No Author

A different approach to financial wellness – engaging employees during moments that matter | BenefitsPRO

4 actions employers can take toward financial wellness

4 actions employers can take toward financial wellness
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4 actions employers can take toward financial wellness
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Publisher: 401(k) Specialist
Author: Deb Boyden

Pursue Better Participant Outcomes Through Diversification, Education - 401(k) Specialist

Experts suggest that a meaningful mix of investment choices may improve portfolio diversification and give investors the confidence to stay the course.

Experts suggest that a meaningful mix of investment choices may improve portfolio diversification and give investors the confidence to stay the course.
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Experts suggest that a meaningful mix of investment choices may improve portfolio diversification and give investors the confidence to stay the course.
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Tags: participant education, participant outcomes, retirement readiness, education

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Publisher: PLANSPONSOR
Author: No Author

Focused 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.
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Here is how "super savers" are setting the pace for retirement despite inflation concerns.
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Tags: participant behavior, retirement savings, inflation

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Publisher: Bloomberg.com
Author: No Author

Practical Tips for Plan Sponsors and ESG Investments

If you offer ESGs or are considering them for your 401k plan, here are 4 issues you will want to consider.

If you offer ESGs or are considering them for your 401k plan, here are 4 issues you will want to consider.
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If you offer ESGs or are considering them for your 401k plan, here are 4 issues you will want to consider.
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Tags: investment options, esg, sustainable investing

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Publisher: InvestmentNews
Author: No Author

Inflation nudges employees to adopt healthy financial habits

Save or spend? Here's how inflation is causing participants to act more like institutional investors.

Save or spend? Here's how inflation is causing participants to act more like institutional investors.
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Save or spend? Here's how inflation is causing participants to act more like institutional investors.
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Tags: participant behavior, participant education, financial wellness, inflation, savings rates

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Publisher: 401(k) Specialist
Author: Brian Anderson

Inflation Means Employees to be More Selective in 2023 Benefits Choices - 401(k) Specialist

Inflation & Open Enrollment. With open enrollment just around the corner, how will inflation impact their sections?

Inflation & Open Enrollment. With open enrollment just around the corner, how will inflation impact their sections?
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Inflation & Open Enrollment. With open enrollment just around the corner, how will inflation impact their sections?
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Tags: automatic features, inflation, total benefits

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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No Author

Pay for Performance 2022: From Disclosure to Execution … to Retention

Tight labor markets call for action to retain key employees. See where your company's practices fall on a scale of questionable to best.

Tight labor markets call for action to retain key employees. See where your company's practices fall on a scale of questionable to best.
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Tight labor markets call for action to retain key employees. See where your company's practices fall on a scale of questionable to best.
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Publisher: InvestmentNews
Author: No Author

Big change is coming for 401(k)s

New plan features and plan design are shaking up the retirement plan industry, specifically, for plan sponsors.  Financial services firms are collaborating on the big change of adding guaranteed lifetime income products to 401(k)s.

New plan features and plan design are shaking up the retirement plan industry, specifically, for plan sponsors.  Financial services firms are collaborating on the big change of adding guaranteed lifetime income products to 401(k)s.
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New plan features and plan design are shaking up the retirement plan industry, specifically, for plan sponsors.  Financial services firms are collaborating on the big change of adding guaranteed lifetime income products to 401(k)s.
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Tags: retirement income, investment options, guaranteed income

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Publisher: Capital Group
Author: No Author

Auto 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.
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"Thoughtful" 401(k) auto-features can help boost participants’ retirement savings and strengthen their retirement readiness.
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Tags: automatic features, plan design, behavioral finance

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Publisher: PLANSPONSOR
Author: No Author

Boomerang 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.
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Many parents with adult children share a complication in their retirement preparations: boomerang kids, or adult children who have returned to the family home.
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Tags: participant behavior, financial wellness, financial stress, planning, 401k

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Publisher: Investment Company Institute
Author: No Author

ICI 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...
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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...
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Tags: investment options, esg, sustainable investing

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Publisher: 401(k) Specialist
Author: Thomas Hawkins

3 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.
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Want to boost financial awareness among participants? Check out these best practices.
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Tags: participant education, financial wellness, participant communication

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Publisher: Retirement Clearinghouse Logo
Author: No Author

Individuals - 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.
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Making a 'cashout calculator' available to employees can help them understand the high cost of cashing out, even for small 401(k) balances.
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Tags: participant behavior, participant education, participant outcomes, participant communication, retirement readiness, participant wellbeing, calculator

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Publisher: FinanceBuzz
Author: No Author

Retirement 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?
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Only 16% of Americans think they will be able to retire when they want to. How can employers help change that?
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Publisher: JD Supra
Author: No Author

So 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...
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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...
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Publisher: PLANADVISER
Author: No Author

Booz 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.
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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.
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Tags: target date investments, passive

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