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  • Publisher: BusinessWire

    More 401K Participants Say Having ESG Options Could Inspire Them to Increase Contribution Rate

    74% of plan participants without #ESG investment options in their plan, said they would or might increase their contribution rate if ESG options were offered.
    74% of plan participants without #ESG investment options in their plan, said they would or might increase their contribution rate if ESG options were offered.

    Tags: participant behavior, investment options, employee behavior, esg

    5 1
  • DOL Release Warns About Cryptocurrency in 401(K) Plans
    Publisher: The National Law Review

    DOL Release Warns About Cryptocurrency in 401(K) Plans

    EXECUTIVE SUMMARY The Department of Labor (DOL) recently issued a Release that warns about cryptocurrency use in 401(k) plans. The Release raises a number of concerns, including troubling implications.
    EXECUTIVE SUMMARY The Department of Labor (DOL) recently issued a Release that warns about cryptocurrency use in 401(k) plans. The Release raises a number of concerns, including troubling implications.

    Tags: department of labor, 2022, cryptocurrency

    5 1
  • Special Rule Regarding Loans for Participants on Military Leave
    Publisher: PLANSPONSOR

    Special Rule Regarding Loans for Participants on Military Leave

    Plan Sponsor Question of the Week, answered: What about 401(k) loans for employees on military leave?Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
    Plan Sponsor Question of the Week, answered: What about 401(k) loans for employees on military leave?Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

    Tags: participant outcomes, loans, military

    5 1
  • Bill to Create 'Starter 401ks' Introduced in Senate
    Publisher: 401K Specialist

    Bill 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: legislation, start-up, starter 401k, 2022

    5 1
  • House passes ‘Secure Act 2.0.' Here’s what that means for retirement savings
    Publisher: CNBC

    House passes ‘Secure Act 2.0.' Here’s what that means for retirement savings

    The House of Representatives has passed the Securing a Strong Retirement Act, or Secure Act 2.0. It's good news for many retirement savers.
    The House of Representatives has passed the Securing a Strong Retirement Act, or Secure Act 2.0. It's good news for many retirement savers.

    Tags:

    5 1
  • Release: Quarterly Retirement Market Data, Fourth Quarter 2021
    Publisher: Investment Company Institute

    Release: Quarterly Retirement Market Data, Fourth Quarter 2021

    Retirement assets increased by 11.6% in 2021, signifying financial confidence and increased savings rate among American workers. 
    Retirement assets increased by 11.6% in 2021, signifying financial confidence and increased savings rate among American workers. 

    Tags: survey, 2022

    5 1
  • Publisher: NAPA

    2022: The Next Evolution of DC Plans Survey

    Are you looking for tools to help attract and retain employees in a tight labor market? Your retirement plan could be key. 
    Are you looking for tools to help attract and retain employees in a tight labor market? Your retirement plan could be key. 

    Tags: survey, 2022

    5 1
  • Three barriers to ESG Adoption for U.S. DC Plans: Insights from Consultants
    Publisher: DCIIA

    Three barriers to ESG Adoption for U.S. DC Plans: Insights from Consultants

    Interested in #ESG options for your 401(k) plan but keep hitting barriers? Check out the top 3 barriers, how to address them and potentially move forward.
    Interested in #ESG options for your 401(k) plan but keep hitting barriers? Check out the top 3 barriers, how to address them and potentially move forward.

    Tags: investment options, esg

    5 1
  • Publisher: Congressional Research Service

    Using Retirement Account Features for Short-Term Savings

    Emergency funds are a new and important part of benefit packages - how can employers use workplace retirement plans to help employees build these? 
    Emergency funds are a new and important part of benefit packages - how can employers use workplace retirement plans to help employees build these? 

    Tags: financial wellness, retirement savings, emergency savings, 2022

    5 1
  • Income Projections Coming Soon
    Publisher: PLANSPONSOR

    Income Projections Coming Soon

    Employees may react negatively to upcoming lifetime income illustrations, but employers can be prepared with custom tools and advice for planning. 
    Employees may react negatively to upcoming lifetime income illustrations, but employers can be prepared with custom tools and advice for planning. 

    Tags: participant communication, retirement income, income projections, statements

    5 1
  • New Schwab Data: Virtual 401(k) Education Is on the Rise, Reaching More Workers More Efficiently Than Ever
    Publisher: Charles Schwab

    New Schwab Data: Virtual 401(k) Education Is on the Rise, Reaching More Workers More Efficiently Than Ever

    Are there new opportunities for employee engagement with the continuation of virtual 401(k) education? 
    Are there new opportunities for employee engagement with the continuation of virtual 401(k) education? 

    Tags: participant behavior, participant education, education

    5 1
  • Publisher: Federal Student Aid

    COVID-19 Emergency Relief and Federal Student Aid | Federal Student Aid

    The COVID-19 emergency relief for federal student loans includes a 0% interest rate, suspension of loan payments, and stopped collections on defaulted loans.
    The COVID-19 emergency relief for federal student loans includes a 0% interest rate, suspension of loan payments, and stopped collections on defaulted loans.

    Tags: participant wellbeing, student loan, covid response

    5 1
  • Defensive Plan Provisions Designed to Prevent ERISA Lawsuits
    Publisher: Hall Benefits Law

    Defensive Plan Provisions Designed to Prevent ERISA Lawsuits

    3 retirement plan provisions plan sponsors may consider to help protect against ERISA violations issues...  These defensive provisions can include claims procedure requirements, plan limitation periods, mandatory arbitration clauses, and class...
    3 retirement plan provisions plan sponsors may consider to help protect against ERISA violations issues...  These defensive provisions can include claims procedure requirements, plan limitation periods, mandatory arbitration clauses, and class...

    Tags: plan design, plan provisions

    5 1
  • Fee Considerations for Small Plans
    Publisher: PLANSPONSOR

    Fee Considerations for Small Plans

    Fee considerations for small plans, from reviewing investment options to benchmarking..  
    Fee considerations for small plans, from reviewing investment options to benchmarking..  

    Tags: investment options, benchmarking, fees, plan fees

    5 1
  • Voice of the American Worker Survey
    Publisher: Franklin Templeton

    Voice of the American Worker Survey

    This survey sponsored by Franklin Templeton was started with the goal of understanding the perspective of the modern American worker. 55% of employees want their employer to personalize their retirement benefits. They are also highly interested in f...
    This survey sponsored by Franklin Templeton was started with the goal of understanding the perspective of the modern American worker. 55% of employees want their employer to personalize their retirement benefits. They are also highly interested in f...

    Tags: survey, 2022

    5 1
  • Inside the Minds of Plan Participants
    Publisher: AllianceBernstein

    Inside the Minds of Plan Participants

    6 out of 10 participants don't understand what the "date" means in a Target Date Fund. AllianceBernstein's latest study dives into employee insights about their retirement savings 
    6 out of 10 participants don't understand what the "date" means in a Target Date Fund. AllianceBernstein's latest study dives into employee insights about their retirement savings 

    Tags: survey, participant behavior, financial wellness, 2022, target date investments

    5 1
  • Publisher: Groom Law Group

    DOL Threatens to Investigate Fiduciaries Over Cryptocurrency in 401(k)s

    DOL threatens to investigate fiduciaries over cryptocurrency in 401(k)s... what employers need to know.  One day after President Biden’s Executive Order on Ensuring Responsible Development of Digital Assets, the Department of Labor’s Employee...
    DOL threatens to investigate fiduciaries over cryptocurrency in 401(k)s... what employers need to know.  One day after President Biden’s Executive Order on Ensuring Responsible Development of Digital Assets, the Department of Labor’s Employee...

    Tags: investment options, department of labor, cryptocurrency, fiduciary

    5 1
  • Closer Workforce Examination Is Key to Plan Sponsor Goal-Setting
    Publisher: PLANSPONSOR

    Closer Workforce Examination Is Key to Plan Sponsor Goal-Setting

    Improve your 401(k) plan by utilizing partnerships with your retirement plan providers. Gain insights on participant desires and key data. 
    Improve your 401(k) plan by utilizing partnerships with your retirement plan providers. Gain insights on participant desires and key data. 

    Tags: participant behavior, participant outcomes, benchmarking, record-keeper

    5 1
  • Field of Dreams? Measuring the Impact of Financial Wellbeing Initiatives on 401(k) Plan Utilization
    Publisher: EBRI

    Field of Dreams? Measuring the Impact of Financial Wellbeing Initiatives on 401(k) Plan Utilization

    Financial Wellness webinars have been shown to increase 401(k) contributions. When are you hosting one?
    Financial Wellness webinars have been shown to increase 401(k) contributions. When are you hosting one?

    Tags: participant education, financial wellness, financial stress, utilization

    5 1
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