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  • Expect More Difficulty Obtaining Fiduciary Insurance
    Publisher: PLANSPONSOR

    Expect 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

    5 1
  • Publisher: Groom Law Group

    Form 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 here
    Plan sponsors, pay attention to what you are reporting on Form 5500 to help minimize your odds of a DOL investigation. More info here

    Tags: best practices, 5500 form, department of labor

    5 1
  • University Programs in Fiduciary Studies Announced
    Publisher: 401K Specialist

    University 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: fiduciary responsibility, fiduciary, continued education

    5 1
  • IRS Announces 2022 Retirement Plan Contribution and Benefit Limits
    Publisher: PlanSponsor

    IRS Announces 2022 Retirement Plan Contribution and Benefit Limits

    IRS Announces 2022 Contribution Limits! Employees can defer up to $20,500 to their 401(k) plan. Most defined contribution plan participants can defer up to $20,500 to plans in 2022.
    IRS Announces 2022 Contribution Limits! Employees can defer up to $20,500 to their 401(k) plan. Most defined contribution plan participants can defer up to $20,500 to plans in 2022.

    Tags: irs, contribution limits

    5 1
  • HSA Holders Spending More Than Saving
    Publisher: PLANSPONSOR

    HSA Holders Spending More Than Saving

    49% of employees say they mainly use HSAs as a short-term health savings tool - but employers can use plan design elements to help them get the most from their HSA in retirement.
    49% of employees say they mainly use HSAs as a short-term health savings tool - but employers can use plan design elements to help them get the most from their HSA in retirement.

    Tags: retirement savings, hsa

    5 1
  • Getting Retirement Plan Help From the IRS
    Publisher: PLANSPONSOR

    Getting 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: irs, plan administration, determination letters

    5 1
  • Lifestyle changes during pandemic helped millennials boost savings
    Publisher: BenefitsPRO

    Lifestyle changes during pandemic helped millennials boost savings

    58% of younger generations are thinking about their finances more, including building emergency funds, paying off debt and being on track to retire.  As a result of these paused expenses and savings, younger generations are more focused on their f...
    58% of younger generations are thinking about their finances more, including building emergency funds, paying off debt and being on track to retire.  As a result of these paused expenses and savings, younger generations are more focused on their f...

    Tags: participant behavior, covid response

    5 1
  • Employers want their retirees to return to the workforce
    Publisher: Employee Benefit News

    Employers want their retirees to return to the workforce

    20% of retirees say past employers have asked them to return because of the labor shortage. What can employers do to attract and retain all generations while hiring? In the wake of a nationwide labor shortage, companies have been forced to turn to ...
    20% of retirees say past employers have asked them to return because of the labor shortage. What can employers do to attract and retain all generations while hiring? In the wake of a nationwide labor shortage, companies have been forced to turn to ...

    Tags: additional benefit, recruiting and retention

    5 1
  • Employers Should Stress the ‘Savings’ in HSA Education
    Publisher: PLANSPONSOR

    Employers Should Stress the ‘Savings’ in HSA Education

    How employers can maximize HSAs to help employees achieve both financial and retirement security.
    How employers can maximize HSAs to help employees achieve both financial and retirement security.

    Tags:

    5 1
  • Day of the Dead…lines: Updating Your Plan’s Safe Harbor Notice
    Publisher: JD Supra

    Day of the Dead…lines: Updating Your Plan’s Safe Harbor Notice

    If you have a safe harbor 401(k), it's time to start revising last year's notices and preparing next year's. More considerations >>
    If you have a safe harbor 401(k), it's time to start revising last year's notices and preparing next year's. More considerations >>

    Tags:

    5 1
  • Deemed Distributions Can Be Triggered by More Than Just Loan Nonpayment
    Publisher: PlanSponsor

    Deemed Distributions Can Be Triggered by More Than Just Loan Nonpayment

    Your retirement plan may provide a small window for employees to catch up on missed loan payments, plus more. Learn about loan specifications here
    Your retirement plan may provide a small window for employees to catch up on missed loan payments, plus more. Learn about loan specifications here

    Tags: participant behavior, loans, irs, distributions

    5 1
  • Ask an Adviser: How can I best help plan participants who are about to retire?
    Publisher: Employee Benefit News

    Ask an Adviser: How can I best help plan participants who are about to retire?

    Participants nearing retirement want help with account consolidation, financial wellness and customized guidance from their plan sponsor.
    Participants nearing retirement want help with account consolidation, financial wellness and customized guidance from their plan sponsor.

    Tags: participant outcomes, financial wellness, retirement readiness

    5 1
  • Minority Wealth Gap Isn't Just About Income
    Publisher: SHRM

    Minority Wealth Gap Isn't Just About Income

    As a fiduciary and employer, how can you foster a sense of belonging among all employees as they save for retirement? #Diversity #Equity #Inclusion
    As a fiduciary and employer, how can you foster a sense of belonging among all employees as they save for retirement? #Diversity #Equity #Inclusion

    Tags: financial wellness, diversity, inclusion

    5 1
  • Retirement Income Solutions Improve Recruiting and Retention
    Publisher: 401kTV

    Retirement Income Solutions Improve Recruiting and Retention

    70% of people said they would choose a job that offered retirement income solutions over one that did not. More competitive advantages here
    70% of people said they would choose a job that offered retirement income solutions over one that did not. More competitive advantages here

    Tags: employee benefit, guaranteed income

    5 1
  • 2021 HSA Review: Understanding and Communicating About HSAs
    Publisher: PLANSPONSOR

    2021 HSA Review: Understanding and Communicating About HSAs

    Understanding how health savings accounts work is key to being able to communicate about them to employees and avoid misconceptions. Increase your employees' knowledge about the different savings vehicles they can utilize, like Health Savings Accoun...
    Understanding how health savings accounts work is key to being able to communicate about them to employees and avoid misconceptions. Increase your employees' knowledge about the different savings vehicles they can utilize, like Health Savings Accoun...

    Tags: participant communication, hsa

    5 1
  • New Financial Audit Rule Increases Requirements for Plan Sponsors
    Publisher: PLANSPONSOR

    New Financial Audit Rule Increases Requirements for Plan Sponsors

    Ask your advisor about the new financial audit rule and its implications for plan sponsors.
    Ask your advisor about the new financial audit rule and its implications for plan sponsors.

    Tags: best practices, plan audit

    5 1
  • Labor Department issues ESG rule proposal for 401(k)s
    Publisher: InvestmentNews

    Labor Department issues ESG rule proposal for 401(k)s

    A new DOL proposal for ESGs is on the table. Here is everything you need to know.
    A new DOL proposal for ESGs is on the table. Here is everything you need to know.

    Tags: esg

    5 1
  • Plan Sponsors Want Guaranteed Lifetime Income Options: Allianz Data
    Publisher: 401K Specialist

    Plan Sponsors Want Guaranteed Lifetime Income Options: Allianz Data

    84% of plan sponsors believe an investment option in a retirement plan that can provide guaranteed #lifetimeincome once the participant retires is valuable and can increase financial security in retirement.
    84% of plan sponsors believe an investment option in a retirement plan that can provide guaranteed #lifetimeincome once the participant retires is valuable and can increase financial security in retirement.

    Tags: guaranteed income

    5 1
  • Pandemic shifts Americans' retirement timetable
    Publisher: BenefitsPRO

    Pandemic 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
  • Scary Surprise for Some New 401(k) Sponsors: Plan Audit Costs
    Publisher: E is for ERISA

    Scary Surprise for Some New 401(k) Sponsors: Plan Audit Costs

    . If your state is requiring employers to offer a retirement plan and you have more than 100 employees, here are some unintended consequences to be aware of.
    . If your state is requiring employers to offer a retirement plan and you have more than 100 employees, here are some unintended consequences to be aware of.

    Tags: state run palns, erisa

    5 1
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