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  • Publisher: Fiduciary Decisions Insights

    Behavior Drives Outcomes: Learn how to enhance plans to drive retirement success

    Did you know that savings rates are 56% higher in plans with automatic enrollment?[1] There are a lot of plan elements that have a big impact on how your plan sponsors guide participants towards saving – learn how to emphasize them in your plans an...
    Did you know that savings rates are 56% higher in plans with automatic enrollment?[1] There are a lot of plan elements that have a big impact on how your plan sponsors guide participants towards saving – learn how to emphasize them in your plans an...

    Tags: participant behavior, automatic features, plan design, behavioral finance

    5 1
  • Measuring the Impact of a Well-Being Program: U-Haul’s Story
    Publisher: PlanSponsor

    Measuring the Impact of a Well-Being Program: U-Haul’s Story

    Financial Wellness tips from a company climbing the Healthiest 100 Workplaces in America list.
    Financial Wellness tips from a company climbing the Healthiest 100 Workplaces in America list.

    Tags:

    5 1
  • Cybersecurity Best Practices, DOL Style: Setting the Groundwork
    Publisher: NATIONAL TAX-DEFERRED SAVINGS ASSOCIATION

    Cybersecurity Best Practices, DOL Style: Setting the Groundwork

    The Department of Labor’s Employee Benefits Security Administration (EBSA) on April 14 issued comprehensive guidance on cybersecurity from a variety of perspectives. How protected is your retirement plan? Recently, the DOL laid out best practices f...
    The Department of Labor’s Employee Benefits Security Administration (EBSA) on April 14 issued comprehensive guidance on cybersecurity from a variety of perspectives. How protected is your retirement plan? Recently, the DOL laid out best practices f...

    Tags: cybersecurity, best practices, department of labor

    5 1
  • Publisher: The Wagner Law Group

    Department of Labor Issues Cybersecurity Guidance

    A law alert concerning cybersecurity for ERISA-covered plans. E-delivery of retirement plan documents is green, but could it be increasing your risk of cybersecurity attacks? DOL issues new cybersecurity guidance.
    A law alert concerning cybersecurity for ERISA-covered plans. E-delivery of retirement plan documents is green, but could it be increasing your risk of cybersecurity attacks? DOL issues new cybersecurity guidance.

    Tags: cybersecurity, department of labor, guidance, erisa, e-delivery

    5 1
  • You’re Notified of a Pending DOL Investigation - Here’s What to Expect
    Publisher: 401K Specialist

    You’re Notified of a Pending DOL Investigation - Here’s What to Expect

    POP QUIZ: The DOL starts an audit, what do you do? Check out this audit process summary with a quick list of documents you will need on hand.
    POP QUIZ: The DOL starts an audit, what do you do? Check out this audit process summary with a quick list of documents you will need on hand.

    Tags:

    5 1
  • Mental Health Care Requires Shift in Employee Benefits
    Publisher: 401kTV

    Mental Health Care Requires Shift in Employee Benefits

    Mental Health Care is front and center post-Pandemic! The chaos of the Covid-19 pandemic has elevated mental health care needs. Show your employees you care about their mental health with next-generation employee benefits.
    Mental Health Care is front and center post-Pandemic! The chaos of the Covid-19 pandemic has elevated mental health care needs. Show your employees you care about their mental health with next-generation employee benefits.

    Tags: financial wellness, financial stress, employee wellbeing, employee benefit, mental health

    5 1
  • Publisher: SHRM

    With Employees Receptive to Financial Wellness, Strike While the Iron Is Hot

    Employees want your help getting their financial lives in order. Post pandemic, employees are motivated to take action to improve their finances, and they are looking to utilize financial wellness programs!
    Employees want your help getting their financial lives in order. Post pandemic, employees are motivated to take action to improve their finances, and they are looking to utilize financial wellness programs!

    Tags: financial wellness, employee benefit

    5 1
  • Publisher: MarketWatch

    Is it time to ditch target-date funds in your 401(k)?

    A managed account makes sense for some investors -- especially midcareer
    A managed account makes sense for some investors -- especially midcareer

    Tags: investment options, plan design, additional benefit, target date investments

    5 1
  • Publisher: Fidelity

    2021 State of Retirement planning study

    Are your employees still on track? Despite the pandemic’s impact on retirement planning, 82% are confident that they will achieve their retirement goals
    Are your employees still on track? Despite the pandemic’s impact on retirement planning, 82% are confident that they will achieve their retirement goals

    Tags: participant behavior, participant outcomes, financial wellness, covid response

    5 1
  • Publisher: Groom Law Group

    IRS Clarifies Partial Plan Termination Relief Under 2020 Legislation

    On April 27, the Internal Revenue Service (“IRS”) issued informal guidance on partial plan terminations as part of the COVID-related tax relief provided under The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the “Relief Act”), ...
    On April 27, the Internal Revenue Service (“IRS”) issued informal guidance on partial plan terminations as part of the COVID-related tax relief provided under The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the “Relief Act”), ...

    Tags: irs, covid response, partial plan termination

    5 1
  • Cybersecurity Security Best Practices for Retirement Plan Administration
    Publisher: Troutman Pepper - Cybersecurity Security Best Practices for Retirement Plan Administration

    Cybersecurity Security Best Practices for Retirement Plan Administration

    On April 14, the EBSA issued guidance for plan sponsors, plan fiduciaries, plan service providers, and plan participants on best practices for maintaining cybersecurity and protecting retirement plan assets (2021 Guidance). The 2021 Guidance is the f...
    On April 14, the EBSA issued guidance for plan sponsors, plan fiduciaries, plan service providers, and plan participants on best practices for maintaining cybersecurity and protecting retirement plan assets (2021 Guidance). The 2021 Guidance is the f...

    Tags: cybersecurity, best practices

    5 1
  • Employee Financial Wellness Can’t Wait Any Longer—Here’s Why
    Publisher: 401K Specialist

    Employee Financial Wellness Can’t Wait Any Longer—Here’s Why

    Looking for ways to help employees reduce financial stress? Financial wellness is the number one benefit employers are looking to add in the next 1–2 years.
    Looking for ways to help employees reduce financial stress? Financial wellness is the number one benefit employers are looking to add in the next 1–2 years.

    Tags:

    5 1
  • How Can HSAs Be Framed As Retirement Savings Vehicles?
    Publisher: PlanSponsor

    How Can HSAs Be Framed As Retirement Savings Vehicles?

    Do your employees see their HSA as a spending resource or a savings tool? Tips to educate about tax advantages, growth and investment options.
    Do your employees see their HSA as a spending resource or a savings tool? Tips to educate about tax advantages, growth and investment options.

    Tags: retirement savings, hsa, health savings accounts

    5 1
  • Taking Steps to Expand Retirement Plan Access
    Publisher: PlanSponsor

    Taking Steps to Expand Retirement Plan Access

    Significant advancements and expansion of retirement plan coverage may be coming, based on recent and future legislation.
    Significant advancements and expansion of retirement plan coverage may be coming, based on recent and future legislation.

    Tags: retirement plan options, state run palns, small employer, peps, simple

    5 1
  • As More Retirees Remain in Plans, Retirement Income Solutions Follow
    Publisher: PlanSponsor

    As More Retirees Remain in Plans, Retirement Income Solutions Follow

    Trending: Employees are keeping their retirement accounts at their previous employer, but why? Economies of scale, lower costs and (new) income solutions may help with decumulation strategies
    Trending: Employees are keeping their retirement accounts at their previous employer, but why? Economies of scale, lower costs and (new) income solutions may help with decumulation strategies

    Tags: financial wellness, retirement income, investment options, guaranteed income, distributions, plan fees

    5 1
  • Most Plan Participants Clueless About 401k Fees
    Publisher: 401K Specialist

    Most Plan Participants Clueless About 401k Fees

    3 out of 4 participants are unsure what their retirement plan costs. Help your employees understand what their retirement plan costs and the value they are receiving
    3 out of 4 participants are unsure what their retirement plan costs. Help your employees understand what their retirement plan costs and the value they are receiving

    Tags: fees, plan fees, participants, fee disclosure

    5 1
  • Publisher: Groom Law Group

    DOL Issues Cybersecurity Guidance for Plan Sponsors, Plan Fiduciaries, Recordkeepers, and Plan Participants...

    Protect your online security with the DOL's cybersecurity best practices for plan sponsors, including tips and insights on hiring service providers.
    Protect your online security with the DOL's cybersecurity best practices for plan sponsors, including tips and insights on hiring service providers.

    Tags: cybersecurity, department of labor

    5 1
  • US Department of Labor announces new cybersecurity guidance for plan sponsors, plan fiduciaries, record-keepers, plan participants
    Publisher: Department of Labor

    US Department of Labor announces new cybersecurity guidance for plan sponsors, plan fiduciaries, record-kee...

    401(k) Plan Cybersecurity: Department of Labor releases best practices for maintaining cybersecurity.
    401(k) Plan Cybersecurity: Department of Labor releases best practices for maintaining cybersecurity.

    Tags: cybersecurity, best practices, department of labor, ebsa

    5 1
  • 401k Litigation Spike Spurs Trend in Fiduciary Outsourcing
    Publisher: 401K Specialist

    401k Litigation Spike Spurs Trend in Fiduciary Outsourcing

    Is fiduciary outsourcing right for your 401(k) plan? With lawsuits for excessive fees, inappropriate investment options and self-dealing on the rise, you could benefit from a fiduciary specialist.
    Is fiduciary outsourcing right for your 401(k) plan? With lawsuits for excessive fees, inappropriate investment options and self-dealing on the rise, you could benefit from a fiduciary specialist.

    Tags: fiduciary responsibility, fiduciary outsourcing, self-dealing

    5 1
  • How to Make Changes That Make a Difference for Your HSA Program
    Publisher: PlanSponsor

    How to Make Changes That Make a Difference for Your HSA Program

    Ways employers can enhance their HSA programs’ participation rates.
    Ways employers can enhance their HSA programs’ participation rates.

    Tags: employee benefit, hsa, enhancements

    5 1
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