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  • 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
  • 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: cybersecuritydepartment-of-laborbest-practicesebsa

    5 1
  • Publisher: No Publisher

    Using Fresh Start to Nudge Increased Retirement Savings

    Boost 401(k) Savings with a "Fresh Start." New research shows that employees are more likely to increase contributions when the start date is framed as a “fresh start date” (e.g., the employee’s birthday, the first day of summer).  #Research...
    Boost 401(k) Savings with a "Fresh Start." New research shows that employees are more likely to increase contributions when the start date is framed as a “fresh start date” (e.g., the employee’s birthday, the first day of summer).  #Research...

    Tags: participant-behaviordeferral-rates

    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:

    5 1
  • Vast Majority of Americans Believe Retirement Security is a Problem
    Publisher: 401K Specialist

    Vast Majority of Americans Believe Retirement Security is a Problem

    A new report finds American voters and found that 82% believe that retirement security is a problem for the country.
    A new report finds American voters and found that 82% believe that retirement security is a problem for the country.

    Tags:

    5 1
  • Video – 20 Questions to Benchmark Your Retirement Plan
    Publisher: Plan Sponsor Consultants

    Video – 20 Questions to Benchmark Your Retirement Plan

    When was the last time you reviewed your retirement plan – 5 years ago, 3 years ago? If it has been over a year, it may be time to benchmark your retirement plan, but it doesn’t have to be a chore this time around. After your review, you should f...
    When was the last time you reviewed your retirement plan – 5 years ago, 3 years ago? If it has been over a year, it may be time to benchmark your retirement plan, but it doesn’t have to be a chore this time around. After your review, you should f...

    Tags:

    5 1
  • Viewpoint: Stop Employees from Cashing Out Their 401ks When Leaving a Job
    Publisher: SHRM

    Viewpoint: Stop Employees from Cashing Out Their 401ks When Leaving a Job

    401k savings are vulnerable during a job transition. This article breaks down why cashing out is not a good idea and how you can help employees avoid it.
    401k savings are vulnerable during a job transition. This article breaks down why cashing out is not a good idea and how you can help employees avoid it.

    Tags:

    5 1
  • Virtual Communications: Expert Tips for Open Enrollment
    Publisher: SHRM

    Virtual Communications: Expert Tips for Open Enrollment

    Benefits experts are recommending a multi-media approach as employers engage with employees during open-enrollment, like virtual events and mobile-friendly education. During the annual open enrollment period for employee benefits, consider going wit...
    Benefits experts are recommending a multi-media approach as employers engage with employees during open-enrollment, like virtual events and mobile-friendly education. During the annual open enrollment period for employee benefits, consider going wit...

    Tags: employee-communicationemployee-enrollment

    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: 2022survey

    5 1
  • What a Year Without Retirement Savings Can Do to Participant Outcomes
    Publisher: PlanSponsor

    What a Year Without Retirement Savings Can Do to Participant Outcomes

    During the COVID pandemic, 3 in 10 participants took a loan from their retirement savings. Here's some guidance for keeping participants on the right track.
    During the COVID pandemic, 3 in 10 participants took a loan from their retirement savings. Here's some guidance for keeping participants on the right track.

    Tags:

    5 1
  • What Advisers Wish Plan Sponsors Knew
    Publisher: PLANSPONSOR

    What Advisers Wish Plan Sponsors Knew

    All the rumors are true... here are the key items advisors wish plan sponsors knew when it comes to managing their retirement plan! #Fiduciary #401k
    All the rumors are true... here are the key items advisors wish plan sponsors knew when it comes to managing their retirement plan! #Fiduciary #401k

    Tags: fiduciary

    5 1
  • What Comes Next for Student Loan Borrowers? | PLANSPONSOR
    Publisher: PLANSPONSOR

    What Comes Next for Student Loan Borrowers? | PLANSPONSOR

    With the student loan freeze ending this summer, it's time to prepare for what comes next. The interest on loans will resume accruing from September 1, and repayments are due in October. 
    With the student loan freeze ending this summer, it's time to prepare for what comes next. The interest on loans will resume accruing from September 1, and repayments are due in October. 

    Tags: student-loanfinancial-stressfinancial-wellness

    5 1
  • What DC Plan Participants Should Know About Their Own ‘Funded Status’
    Publisher: PlanSponsor

    What DC Plan Participants Should Know About Their Own ‘Funded Status’

    Lifetime income statuses and information are starting to emerge - help employees understand what it means and how it can help prepare them for desired retirement incomes.
    Lifetime income statuses and information are starting to emerge - help employees understand what it means and how it can help prepare them for desired retirement incomes.

    Tags:

    5 1
  • What Do Rising Prices Mean for Retirement Saving?
    Publisher: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

    What Do Rising Prices Mean for Retirement Saving?

    How does inflation impact retirement savings? Growing assets long term may be the key. Check out these ideas to help manage inflation within the plan and educate participants.
    How does inflation impact retirement savings? Growing assets long term may be the key. Check out these ideas to help manage inflation within the plan and educate participants.

    Tags:

    5 1
  • What is fiduciary insurance and why might you want it?
    Publisher: BenefitsPRO

    What is fiduciary insurance and why might you want it?

    Being a retirement plan fiduciary is an honorable undertaking. Have you thought about fiduciary insurance to protect all the effort you put in? See pros, cons and questions here.
    Being a retirement plan fiduciary is an honorable undertaking. Have you thought about fiduciary insurance to protect all the effort you put in? See pros, cons and questions here.

    Tags:

    5 1
  • What Participants Want From Employers’ Retirement Plan Websites
    Publisher: PlanSponsor

    What Participants Want From Employers’ Retirement Plan Websites

    A recent study found 81% of participants have logged into their accounts, with most signing in to check account balances or review investment options. What retirement plan website features do employees want? Focus on these key features to help employ...
    A recent study found 81% of participants have logged into their accounts, with most signing in to check account balances or review investment options. What retirement plan website features do employees want? Focus on these key features to help employ...

    Tags:

    5 1
  • What the SVB Collapse Teaches Us About Retirement Planning
    Publisher: 401(k) Specialist

    What the SVB Collapse Teaches Us About Retirement Planning

    3 lessons the SVB collapse can teach us about managing a retirement plan. It examines the importance of diversifying investments, the need for proper due diligence when selecting a retirement plan provider, and the necessity of staying informed of r...
    3 lessons the SVB collapse can teach us about managing a retirement plan. It examines the importance of diversifying investments, the need for proper due diligence when selecting a retirement plan provider, and the necessity of staying informed of r...

    Tags: market-commentarysvb

    5 1
  • What’s Holding Back Health Savings Account Adoption?
    Publisher: 401K Specialist

    What’s Holding Back Health Savings Account Adoption?

    Want to help your employees unleash the power of an HSA? Education and ease of enrollment are key.
    Want to help your employees unleash the power of an HSA? Education and ease of enrollment are key.

    Tags:

    5 1
  • Which Matters More When Recruiting, Wages or Benefits? | PLANSPONSOR
    Publisher: PLANSPONSOR

    Which Matters More When Recruiting, Wages or Benefits? | PLANSPONSOR

    Employers often have to choose between competitive wages and a robust retirement package, according to panelists at a DCIIA conference. Their choice may influence what kind of workers they attract.
    Employers often have to choose between competitive wages and a robust retirement package, according to panelists at a DCIIA conference. Their choice may influence what kind of workers they attract.

    Tags:

    5 1
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