-
Publisher: Nationwide
Author: No AuthorNew study: 8 in 10 retirement plan sponsors say participants want guaranteed lifetime income investment opt...
79% of participants say they are somewhat likely to roll over a portion of their retirement savings into a guaranteed lifetime income option. What does that mean for employers?79% of participants say they are somewhat likely to roll over a portion of their retirement savings into a guaranteed lifetime income option. What does that mean for employers?Tags: rolloversparticipant-behaviorretirement-readiness
5 1 -
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
5 1 -
Publisher: Newsroom | Northwestern Mutual
Author: No AuthorNorthwestern Mutual Study Reveals That Americans Are Shifting Retirement Due to Pandemic
New research from Northwestern Mutual shows that Covid-19 has changed many Americans' retirement plans, with over one-third (35%) saying it has either moved up or pushed back their target. 24% of Americans plan to retire later as a result of the #pa...New research from Northwestern Mutual shows that Covid-19 has changed many Americans' retirement plans, with over one-third (35%) saying it has either moved up or pushed back their target. 24% of Americans plan to retire later as a result of the #pa...Tags: financial-wellnessretirement-readiness
5 1 -
Publisher: 401(k) Specialist
Author: Amanda UmpierrezNow Is the Time for Emergency Savings
Emergency savings are pretty handy! Here's why employers are best equipped to incorporate emergency savings into their benefits package now.Emergency savings are pretty handy! Here's why employers are best equipped to incorporate emergency savings into their benefits package now.Tags:
5 1 -
Publisher: Georgetown Center for Retirement Initiatives
Author: gucriOECD Issues Recommendations for the “Good” Design of Defined Contribution Retirement Plans - Georgetown...
10 recommendations for people looking to build a retirement plan with the best interest of plan participants in mind.10 recommendations for people looking to build a retirement plan with the best interest of plan participants in mind.Tags:
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorOlder Generations More Frequently Seeking Financial Wellness Help
34% say the inability to view their finances in one place was an obstacle in their quest to achieving financial wellness.34% say the inability to view their finances in one place was an obstacle in their quest to achieving financial wellness.Tags:
5 1 -
Publisher: InvestmentNews
Author: No AuthorOn a hiring spree? Retirement income could help lure workers
About 70% of people surveyed said they would choose a job with retirement income over a similar one without. 57% of employees say their employer match is important to them when considering a new job - what else do they want in their #retirement bene...About 70% of people surveyed said they would choose a job with retirement income over a similar one without. 57% of employees say their employer match is important to them when considering a new job - what else do they want in their #retirement bene...Tags: guaranteed-income
5 1 -
Publisher: CNBC
Author: Mike WintersOver 20% of 401(k) plan funds are lost or forgotten—here's how to reclaim yours
If your employees worked someplace before your company, they might have an old 401(k) account - help them find their investments and consolidate.If your employees worked someplace before your company, they might have an old 401(k) account - help them find their investments and consolidate.Tags:
5 1 -
Publisher: BenefitsPRO
Author: No AuthorPandemic shifts Americans' retirement timetable
The pandemic disrupted plans to retire -- in some cases by up to 10 years, a Northwestern Mutual study finds.The pandemic disrupted plans to retire -- in some cases by up to 10 years, a Northwestern Mutual study finds.Tags:
5 1 -
Publisher: 401K Specialist
Author: No AuthorParents Put Financial Wellness Second to Kids’ College Dreams
Expectations vs. reality: the actual cost of college and the impact it can have on retirement savings.Expectations vs. reality: the actual cost of college and the impact it can have on retirement savings.Tags:
5 1 -
Publisher: Retirement Income Institute
Author: No AuthorParticipant attitudes toward guaranteed income in a defined-contribution plan
81% percent of workers indicate they are likely to prefer a retirement plan that substitutes guaranteed income for safe investments, like bonds81% percent of workers indicate they are likely to prefer a retirement plan that substitutes guaranteed income for safe investments, like bondsTags: investment-optionsparticipant-behavior
5 1 -
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:
5 1 -
Publisher: 401(k) Specialist
Author: Amanda UmpierrezParticipants Admit Auto-Enrollment Kickstarts the Retirement Savings Journey - 401(k) Specialist
New research shows that 8 in 10 participants say automatic features helped them start saving sooner. #savings #401kNew research shows that 8 in 10 participants say automatic features helped them start saving sooner. #savings #401kTags: automatic-features-participant-behavior
5 1 -
Publisher: PlanSponsor
Author: No AuthorParticipants Want Simplified Investment Education
Your employees need help understanding plan investment menus and investment optionsYour employees need help understanding plan investment menus and investment optionsTags: participant-educationparticipant-communication
5 1 -
Publisher: The Wagner Law Group | The Wagner Law Group
Author: No AuthorPay 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.Tags:
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorPersonalized Communications Key to Companies’ Attempts to Educate on Participants on Wider Range of Benef...
How to get more employees engaged in the 401(k) plan? Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.How to get more employees engaged in the 401(k) plan? Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.Tags:
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorPlan Design
Retirement plan design addresses much more than retirement saving—today’s vehicles may offer options ranging from emergency funds, student loan matches and retirement income strategies. What plan design option would best fit your workplace?Retirement plan design addresses much more than retirement saving—today’s vehicles may offer options ranging from emergency funds, student loan matches and retirement income strategies. What plan design option would best fit your workplace?Tags: plan-design401kretirement-plan-options
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorPlan Document Restatements Essential to Retirement Plan Compliance
What employers need to know about Cycle 3 restatements and complianceWhat employers need to know about Cycle 3 restatements and complianceTags: cycle-3reinstatementplan-documents
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorPlan Sponsors Have Lots to Prep for SECURE 2.0 Compliance | PLANSPONSOR
Are you ready for SECURE 2.0 401(k) changes? Here’s a quick overview of what’s required and optionalAre you ready for SECURE 2.0 401(k) changes? Here’s a quick overview of what’s required and optionalTags:
5 1 -
Publisher: PlanSponsor
Author: No AuthorPlan Sponsors Interested in Some New Plan Design Ideas
Which plan design features have the most impact on retirement plan success? Learn what other plan sponsors think.Which plan design features have the most impact on retirement plan success? Learn what other plan sponsors think.Tags:
5 1
Powered by Optimal Access
Category Tags
2022audits2022cryptocurrencydepartment-of-labor2022economic-recovery2022emergency-savingslegislationretirement-savings2022financial-wellnesssurvey2022market-commentary2022retirement-incomelegislation2022starter-401klegislationstart-up2022survey2022surveyfinancial-wellness2023state-run-palnsstart-upstarter-401k401kstarter-401ksmall-employerplan-administration5500-formplan-audit2023additional-benefitrecruiting-and-retentionaudits2023irsautomatic-featuresautomatic-features-participant-behaviorautomatic-features-plan-designbehavioral-financeautomatic-features-portabilitybehavioral-financefinancial-wellnessbenchmarkinginvestment-optionsfeesplan-feesbest-practiceserisalawsuitsfiduciarybest-practicesparticipant-behaviorcares-actcovid-responsermdcase-studyautomatic-features-participant-behaviorcompliance2022covid-responsepartial-plan-terminationirscovid-responseparticipant-behaviorcryptocurrencycryptocurrencyinvestment-optionscryptocurrencyinvestment-optionscybersecuritycryptocurrencyinvestment-optionsfidelitycybersecuritycybersecuritybest-practicescybersecuritydepartment-of-laborcybersecuritydepartment-of-laborauditscybersecuritydepartment-of-laborbest-practicescybersecuritydepartment-of-laborbest-practicesebsacybersecurityparticipant-educationcycle-3reinstatementplan-documentsdeferral-ratesautomatic-features-rehiresdelayed-retirementdepartment-of-laborbest-practices5500-formdepartment-of-laboresge-deliverycompliancee-disclosureseconomic-recoverybehavioral-financeemergency-savingsemployee-behaviorfinancial-wellnessdecumualationemployee-benefitemployee-benefitfinancial-wellnessemployee-benefitmental-healthemployee-communicationemployee-enrollmentemployee-feedbackenhancementshsaemployee-benefiterisaerisalitigationcross-plan-offsettingesgesginvestment-optionsesginvestment-optionssustainable-investingesglegislationinvestment-options2023esgparticipant-communicationesgparticipant-communicationinvestment-optionsesgsustainable-investingesgsustainable-investinginvestment-optionsfees401kbenchmarkingrfpfeesbenchmarkingrfpfeeslawsuitsfiduciaryfiduciary-responsibility-best-practicesfiduciary-responsibility-fiduciary-insurancefiduciaryprudent-processdue-diligence401kfinancial-wellnessfinancial-wellnessdebt-reductionfinancial-wellnessdiversityinclusionfinancial-wellnessemergency-savingsfinancial-wellnessemployee-benefitfinancial-wellnesshot-topicsfinancial-wellnessretirement-readinessfinancial-wellnessstudent-loanemployee-benefitfraudcontribution-fraudgen-zadviceretirement-ageguaranteed-incomeguaranteed-incomeemployee-benefithardshiphealth-savings-accountseducationhsahealth-savings-accountsretirement-savingshsahsaparticipant-communicationhsaretirement-savingsin-plan-solutionsdistributionsinflationretirement-savingsparticipant-behaviorinflationtotal-benefitsautomatic-featuresinvestment-optionsesgparticipant-behaviorinvestment-optionshsainvestment-optionsparticipant-behaviorinvestment-optionsreal-estateinvestment-optionssecure-20retirement-readinessirscompliancermdsloansvestingirscontribution-limitsirsdetermination-lettersirsmissing-participantsirsplan-administrationdetermination-lettersirssecure-actrmd2022loanshardshipfinancial-wellnessemployee-benefitloansparticipant-behaviordistributionsirsmanaged-accountsinvestment-optionsplan-designmanaged-accountstarget-date-investmentsqdiamarket-commentarysvbmissing-participantscompliancemissing-participantsfiduciary-responsibilitymissing-participantsparticipant-behaviormissing-participantsplan-administrationparticipant-behaviorparticipant-behavior2022inflationparticipant-behavior2022market-commentaryparticipant-behaviordbpension-risk-transferparticipant-behaviordeferral-ratesparticipant-behavioremployee-benefitparticipant-behaviorinflationparticipant-behaviorparticipant-communicationparticipant-behaviorparticipant-educationeducationparticipant-communicationparticipant-communicationemployee-communicationparticipant-educationparticipant-communicationparticipant-educationretirement-savingsparticipant-outcomesloansmilitaryplan-administrationplan-administrationcomplianceplan-administrationvoluntary-correctionsplan-auditbest-practicesplan-committeelegalplan-design401kretirement-plan-optionsplan-designemployee-experienceplan-designphased-retirementplan-designplan-provisionsplan-designretirement-readinessdeferral-ratesplan-documentsbest-practicesprudent-processplan-feesparticipantsfee-disclosurefeesportabilityrecruiting-and-retentionrecruiting-and-retentionparticipant-behaviorrecruiting-and-retentionplan-designrehiresdistributionsretirement-incomeretirement-incomefinancial-wellnesswomenretirement-readinessbenchmarkingplan-metricsretirement-readinesssocial-securityretirement-readinesssurveystatisticsretirement-savingsparticipant-behaviorgen-zretirement-savingsparticipation-ratesrmdsparticipant-communicationrolloversparticipant-behaviorretirement-readinesssecure-202023self-correctionserrorssecure-20plan-provisionscontribution-limitssecure-20rothsocial-security2022state-run-palnserisastatisticsfinancial-wellnessfinancial-stressstudent-loanadditional-benefitsecure-20student-loancovid-responseparticipant-wellbeingstudent-loanfinancial-stressfinancial-wellnesssurveystatisticscares-actsecure-actrothsurveystatisticsplan-designvalue-addsurveystatisticsretirement-readinesstarget-date-investmentspassivewithdrawlsretirementreadinessrolloversleakage