Curated Content Library

RSS
Sort by: Publisher Date Title
  • Social Security Replaces More Retirement Income for Low-Income Participants
    Publisher: PLANSPONSOR

    Social Security Replaces More Retirement Income for Low-Income Participants

    Employers, use education to supplement low- and moderate-income workers’ retirement readiness. One of the biggest ways to increase their future outlook is delaying Social Security until full retirement age.
    Employers, use education to supplement low- and moderate-income workers’ retirement readiness. One of the biggest ways to increase their future outlook is delaying Social Security until full retirement age.

    Tags: retirement readiness, social security

    5 1
  • New Developments in Managed Accounts
    Publisher: PLANSPONSOR

    New Developments in Managed Accounts

    Lower fees, more accessibility for participants and new distribution methods might make managed accounts worth a new look for employers who sponsor defined contribution plans.
    Lower fees, more accessibility for participants and new distribution methods might make managed accounts worth a new look for employers who sponsor defined contribution plans.

    Tags: investment options, plan design, managed accounts

    5 1
  • Publisher: Groom Law Group

    Guaranteeing a Secure Retirement

    Are you thinking about adding lifetime income investments within your workplace retirement plan? Here are some helpful fiduciary considerations
    Are you thinking about adding lifetime income investments within your workplace retirement plan? Here are some helpful fiduciary considerations

    Tags: financial wellness, investment options, guaranteed income, fiduciary

    5 1
  • Participant Call Volumes and Website Visits Spike in January
    Publisher: PLANSPONSOR

    Participant 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: participant behavior, financial wellness, participant communication

    5 1
  • Michael Kane’s TAPO Redux: Where Are They Now?
    Publisher: 401K Specialist

    Michael 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:

    5 1
  • Court reaffirms duties of retirement-plan sponsors to monitor and update plan options
    Publisher: SCOTUSblog

    Court reaffirms duties of retirement-plan sponsors to monitor and update plan options

    Monday’s decision in Hughes v. Northwestern University will be a strong contender for shortest decision of the term – Justice Sonia Sotomayor’s opinion for a unanimous court did not fill six pages, and included only six paragraphs of explanatio...
    Monday’s decision in Hughes v. Northwestern University will be a strong contender for shortest decision of the term – Justice Sonia Sotomayor’s opinion for a unanimous court did not fill six pages, and included only six paragraphs of explanatio...

    Tags: fiduciary responsibility, fiduciary outsourcing, supreme court

    5 1
  • Reevaluating 3 Key Components of 401k Plan Design to Make a Difference
    Publisher: 401K Specialist

    Reevaluating 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 design, employee experience

    5 1
  • Impact of Five Legislative Proposals and Industry Innovations on Retirement Income Adequacy
    Publisher: EBRI

    Impact of Five Legislative Proposals and Industry Innovations on Retirement Income Adequacy

    Recent legislation and findings impacting Retirement Income Adequacy
    Recent legislation and findings impacting Retirement Income Adequacy

    Tags: legislation, retirement income, 2022

    5 1
  • Financial stress survey during COVID-19
    Publisher: John Hancock

    Financial stress survey during COVID-19

    Two-thirds of employees surveyed said having access to a financial wellness program would make them more likely to stay with an employer.
    Two-thirds of employees surveyed said having access to a financial wellness program would make them more likely to stay with an employer.

    Tags: survey, financial wellness, 2022

    5 1
  • Publisher: TIAA

    TIAA 2022 Financial Wellness Survey

    59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.
    59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.

    Tags: survey, financial wellness, 2022

    5 1
  • 2022 Wealth & Wellness Index
    Publisher: Personal Capital

    2022 Wealth & Wellness Index

    The new Wealth & Wellness Index explores Americans' sense of financial confidence and provides a framework for developing financial health. The State of American Financial Confidence, Now & in the Future
    The new Wealth & Wellness Index explores Americans' sense of financial confidence and provides a framework for developing financial health. The State of American Financial Confidence, Now & in the Future

    Tags: survey, financial wellness, 2022

    5 1
  • 4 Reasons Why 401k Auto Portability is Inevitable
    Publisher: 401K Specialist

    4 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

    5 1
  • Finalized Form 5500 Changes Add to Plan Sponsors’ Responsibilities
    Publisher: PLANSPONSOR

    Finalized Form 5500 Changes Add to Plan Sponsors’ Responsibilities

    Employer Need-to-Knows: SECURE Act changes and Form 5500 requirements.
    Employer Need-to-Knows: SECURE Act changes and Form 5500 requirements.

    Tags:

    5 1
  • Publisher: Groom Law Group

    Upcoming Deadlines for Plan Sponsors – January 2022

    Important January 2022 deadlines for plan sponsors: ensure federal compliance and avoid penalties by checking these off your list.
    Important January 2022 deadlines for plan sponsors: ensure federal compliance and avoid penalties by checking these off your list.

    Tags:

    5 1
  • Rising Inflation seen as Biggest Risk to Retirement Plans in 2022
    Publisher: Allianz Life

    Rising Inflation seen as Biggest Risk to Retirement Plans in 2022

    Rising inflation and outliving finances are American's top retirement plan worries going into 2022. How can employers help raise retirement savings confidence?
    Rising inflation and outliving finances are American's top retirement plan worries going into 2022. How can employers help raise retirement savings confidence?

    Tags: 2022, economic recovery

    5 1
  • Considerations to Help DC Plan Sponsors Regroup for the New Year
    Publisher: PLANSPONSOR

    Considerations to Help DC Plan Sponsors Regroup for the New Year

    Mercer says delving into participant data and keeping up with new product offerings, legislation and regulations can help plan sponsors improve their retirement programs in 2022.
    Mercer says delving into participant data and keeping up with new product offerings, legislation and regulations can help plan sponsors improve their retirement programs in 2022.

    Tags: participant outcomes, retirement readiness, plan design

    5 1
  • Women’s Financial Wellness Lags Amid Pandemic - 401K Specialist
    Publisher: 401K Specialist

    Women’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 wellness
    The pandemic has weakened women's retirement security, but new research shows that it is also influencing their overall financial wellness

    Tags:

    5 1
  • 10 Signs of 401k Contribution Fraud: DOL
    Publisher: 401K Specialist

    10 Signs of 401k Contribution Fraud: DOL

    Plan sponsors, be informed about contribution fraud and protect employee savings with these 10 warning signs
    Plan sponsors, be informed about contribution fraud and protect employee savings with these 10 warning signs

    Tags: fraud, contribution fraud

    5 1
  • Increasing DC Plan Default Deferral Rates a Better Driver of Higher Savings
    Publisher: PLANSPONSOR

    Increasing DC Plan Default Deferral Rates a Better Driver of Higher Savings

    Could increasing the default savings rate be a best practice to help boost new participants’ retirement savings? See the research and outcomes here.
    Could increasing the default savings rate be a best practice to help boost new participants’ retirement savings? See the research and outcomes here.

    Tags: retirement readiness, plan design, deferral rates

    5 1
  • Considerations for Implementing a Phased Retirement Program
    Publisher: PLANSPONSOR

    Considerations for Implementing a Phased Retirement Program

    What exactly is a phased retirement program? The 401(k) Plan Sponsor Question of the Week, answered!
    What exactly is a phased retirement program? The 401(k) Plan Sponsor Question of the Week, answered!

    Tags: plan design, phased retirement

    5 1
Page 11 of 19
Powered by Optimal Access

Category Tags

20222023401k5500 formadditional benefitadviceamendmentsauditsautomatic featuresbehavioral financebenchmarkingbest practicesbeyond retirementcaacalculatorcaregivingcares actcase studycollege loan repaymentcompliancecontinued educationcontribution fraudcontribution limitscovid responsecross-plan offsettingcryptocurrencycybersecuritycycle 3dbdebt reductiondecumualationdeferral ratesdelayed retirementdepartment of labordetermination lettersdisaster reliefdistributionsdiversitydue diligencee-deliverye-disclosuresebsaeconomic recoveryeducationemergency savingsemployee behavioremployee benefitemployee communicationemployee enrollmentemployee experienceemployee feedbackemployee wellbeingenhancementserisaerrorsesgfee disclosurefeesfidelityfiduciaryfiduciary governancefiduciary insurancefiduciary outsourcingfiduciary responsibilityfinancial stressfinancial wellnessfraudgen-zguaranteed incomeguidancehardshiphealth debthealth planshealth savings accountshot topicshsain-plan solutionsinclusionincome projectionsinflationinvestment optionsirslawsuitsleakagelegallegislationlitigationloanslong term part timemanaged accountsmarket commentarymatchmental healthmilitarymissing participantspartial plan terminationparticipant behaviorparticipant communicationparticipant educationparticipant outcomesparticipant wellbeingparticipantsparticipation ratespassivepension risk transferpepsphased retirementplan administrationplan auditplan committeeplan designplan documentsplan feesplan governanceplan metricsplan provisionsplan sponsor consultantsplanningportabilitypresenteeismproductsprudent processqdiareadinessreal estaterecord-keeperrecruiting and retentionrehiresreinstatementremote workretirementretirement ageretirement incomeretirement plan optionsretirement readinessretirement savingsretirement securityrfprmdrmdsrolloversrothsavings ratessdbsecure 2.0secure actself correctionsself directed brokerageself-dealingsimplesmall employersocial securitystart-upstarter 401kstate run palnsstatementsstatisticsstudent loansupreme courtsurveysustainable investingsvbtarget date investmentstotal benefitsutilizationvalue addvestingvoluntary correctionswithdrawlswomen