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Publisher: 401(k) Specialist
Author: Thomas HawkinsNo One is Coming to Save You From Missing Participants
No one is coming to save plan sponsors from the scary problem of missing participants, but steps can be taken to minimize the incidenceNo one is coming to save plan sponsors from the scary problem of missing participants, but steps can be taken to minimize the incidenceTags: missing-participantsfiduciary-responsibility
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Publisher: 401(k) Specialist
Author: Editorial StaffIRS Proposes New LTPTE Regulations for 401(k)s
The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.Tags:
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Publisher: 401(k) Specialist
Author: Amanda UmpierrezThis Open Enrollment Season, Don't Expect Workers to Review Retirement Savings
Only 44% of workers will review retirement contributions during open enrollment season, finds a new survey by Corebridge and Morning Consult.Only 44% of workers will review retirement contributions during open enrollment season, finds a new survey by Corebridge and Morning Consult.Tags:
5 1 -
Publisher: 401(k) Specialist
Author: Thomas Hawkins4 Retirement Initiatives Vital to Closing the Racial Wealth Gap
Thomas Hawkins explains how plan sponsor support of four specific retirement initiatives is vital to closing the racial wealth gapThomas Hawkins explains how plan sponsor support of four specific retirement initiatives is vital to closing the racial wealth gapTags:
5 1 -
Publisher: 401(k) Specialist
Author: Brian Anderson, Editor-in-ChiefInflation Worries Savers; Few Act to Counter It
New report from Lincoln Financial shows retirement savers are most concerned about inflation, but few are taking action to combat itNew report from Lincoln Financial shows retirement savers are most concerned about inflation, but few are taking action to combat itTags:
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Publisher: 401k Plan Optimization, Compliance, Investment & Partners
Author: No Author401(k) Auto Portability Can Improve Outcomes
401(k) auto portability has the potential to reduce fiduciary liability for plan sponsors.401(k) auto portability has the potential to reduce fiduciary liability for plan sponsors.Tags:
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Publisher: 401k Plan Optimization, Compliance, Investment & Partners
Author: No AuthorRetirement Planning Trends on the Horizon for 2022
3 trends are likely to shape retirement planning in 2022 for both plan sponsors and participants - Interest Rates, Economic Growth, and Inflation.3 trends are likely to shape retirement planning in 2022 for both plan sponsors and participants - Interest Rates, Economic Growth, and Inflation.Tags: economic-recoverybehavioral-finance
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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
5 1 -
Publisher: 401K Specialist
Author: No AuthorBill to Create 'Starter 401ks' Introduced in Senate
“Starter-K Act of 2022” introduced in Senate this week would create streamlined “starter” defined contribution plans for small businesses.“Starter-K Act of 2022” introduced in Senate this week would create streamlined “starter” defined contribution plans for small businesses.Tags: 2022starter-401klegislationstart-up
5 1 -
Publisher: 401K Specialist
Author: No Author10 Signs of 401k Contribution Fraud: DOL
Plan sponsors, be informed about contribution fraud and protect employee savings with these 10 warning signsPlan sponsors, be informed about contribution fraud and protect employee savings with these 10 warning signsTags: fraudcontribution-fraud
5 1 -
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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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: 401K Specialist
Author: No AuthorIRS Finally Clarifies 401k RMD Calculations in Proposed Rule
On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru...On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru...Tags: irssecure-actrmd2022
5 1 -
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
5 1 -
Publisher: 401K Specialist
Author: No AuthorWomen’s Financial Wellness Lags Amid Pandemic - 401K Specialist
The pandemic has weakened women's retirement security, but new research shows that it is also influencing their overall financial wellnessThe pandemic has weakened women's retirement security, but new research shows that it is also influencing their overall financial wellnessTags:
5 1 -
Publisher: 401K Specialist
Author: No AuthorHow Income Solutions Help 401k Plan Participants, Sponsors, and Society
In-plan income solutions and their benefits for participants, plan sponsors and societyIn-plan income solutions and their benefits for participants, plan sponsors and societyTags: in-plan-solutionsdistributions
5 1 -
Publisher: 401K Specialist
Author: No AuthorYear-End 401k Plan Compliance Checklist
401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.Tags: plan-administrationcompliance
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Publisher: 401K Specialist
Author: No AuthorA Brief History of 401k Auto Portability (and Why it Matters)
Auto-portability - the milestones that made it and how it can help plan sponsors and participants.Auto-portability - the milestones that made it and how it can help plan sponsors and participants.Tags:
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Publisher: 401K Specialist
Author: No AuthorConflicting Perceptions of Post-Retirement Risks: New Research
There is an increasing gap between retiree and pre-retiree concerns, especially within the last year, regarding #retirement risks and finances.There is an increasing gap between retiree and pre-retiree concerns, especially within the last year, regarding #retirement risks and finances.Tags: surveystatisticsretirement-readiness
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Publisher: 401K Specialist
Author: No AuthorUniversity Programs in Fiduciary Studies Announced
The fiduciary responsibility has made its way into a university curriculum. Introducing the first fiduciary university program.The fiduciary responsibility has made its way into a university curriculum. Introducing the first fiduciary university program.Tags:
5 1
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