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  • Publisher: CFO

    Why CFOs Should Be Cautious About “Quiet Hiring”

    We've all heard of “quiet quitting” but your company may be suffering from "quiet hiring."
    We've all heard of “quiet quitting” but your company may be suffering from "quiet hiring."

    Tags:

    5 1
  • Publisher: CFO

    78% of CFOs Say Quiet Quitting is a Problem: Weekly Stat

    Are you struggling with employee retention? Learn about the latest statistics on 'quiet quitting' and tips to tackle this issue. 
    Are you struggling with employee retention? Learn about the latest statistics on 'quiet quitting' and tips to tackle this issue. 

    Tags: recruiting and retention, total benefits, employee benefit

    5 1
  • Dialing Up the Intensity of Missing Participant Searches - 401(k) Specialist
    Publisher: 401(k) Specialist

    Dialing Up the Intensity of Missing Participant Searches - 401(k) Specialist

    The “Swiss Army Knife” of missing participant searches can help plan sponsors fulfill their fiduciary duty to ensure that plan participants receive the retirement benefits that they’re owed.
    The “Swiss Army Knife” of missing participant searches can help plan sponsors fulfill their fiduciary duty to ensure that plan participants receive the retirement benefits that they’re owed.

    Tags: plan administration, missing participants

    5 1
  • Today’s Employees Expect Retirement Plan Benefit in ‘New Savings Paradigm’ | PLANSPONSOR
    Publisher: PLANSPONSOR

    Today’s Employees Expect Retirement Plan Benefit in ‘New Savings Paradigm’ | PLANSPONSOR

    According to a new trends report, many employees expect employers to offer a retirement plan benefit because of the tight labor market.
    According to a new trends report, many employees expect employers to offer a retirement plan benefit because of the tight labor market.

    Tags:

    5 1
  • Personalized Communications Key to Companies’ Attempts to Educate on Participants on Wider Range of Benefits | PLANSPONSOR
    Publisher: PLANSPONSOR

    Personalized Communications Key to Companies’ Attempts to Educate on Participants on Wider Range of Benef...

    How to get more employees engaged in the 401(k) plan? Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.
    How to get more employees engaged in the 401(k) plan? Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.

    Tags:

    5 1
  • Who’s Liable When a Plan Participant is a Victim of Identity Theft
    Publisher: The Wagner Law Group | The Wagner Law Group

    Who’s Liable When a Plan Participant is a Victim of Identity Theft

    Who is on the hook if an employee’s identity or retirement savings is stolen?
    Who is on the hook if an employee’s identity or retirement savings is stolen?

    Tags:

    5 1
  • Ten financial resolutions for the New Year (and a financial goals worksheet to get started)
    Publisher: Empower

    Ten financial resolutions for the New Year (and a financial goals worksheet to get started)

    The best financial resolutions for 2023 If you're giving a little more thought into how to reach your goals at the start of the new year, you're not alone. It's a common practice throughout the world and has been around for thousands of years.1 New Y...
    The best financial resolutions for 2023 If you're giving a little more thought into how to reach your goals at the start of the new year, you're not alone. It's a common practice throughout the world and has been around for thousands of years.1 New Y...

    Tags: participant education, participant outcomes, financial wellness, participant wellbeing, 2023

    5 1
  • Publisher: Journal of Pension Benefits

    A Look at the IRS's New Employee Plan Audit Pilot Program

    The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs 
    The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs 

    Tags: irs, 2023, audits

    5 1
  • Employers Expect to Raise Pay in 2023 Beyond 2022 Increases | PLANSPONSOR
    Publisher: PLANSPONSOR

    Employers Expect to Raise Pay in 2023 Beyond 2022 Increases | PLANSPONSOR

    Looking for recruiting & retention ideas in a time of inflation and economic uncertainty? A few ideas to consider are boosting benefits, workplace flexibility, DEI efforts and an ongoing focus on improving the work experience. Despite WTW data sho...
    Looking for recruiting & retention ideas in a time of inflation and economic uncertainty? A few ideas to consider are boosting benefits, workplace flexibility, DEI efforts and an ongoing focus on improving the work experience. Despite WTW data sho...

    Tags: participant communication, additional benefit, recruiting and retention

    5 1
  • Final Rule on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights
    Publisher: Department of Labor

    Final Rule on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights

    BREAKING: The DOL allows for 401(k) plans to offer ESG funds. #DOL #ESG
    BREAKING: The DOL allows for 401(k) plans to offer ESG funds. #DOL #ESG

    Tags: esg, department of labor

    5 1
  • A ‘welcome development’: DOL proposes self-correction for retirement contribution mistakes
    Publisher: HR Dive

    A ‘welcome development’: DOL proposes self-correction for retirement contribution mistakes

    Under a new proposal, employers would be allowed to self-correct — and self-report — mistakes in retirement plan contributions. . Some limits would apply; among other things, businesses could only use the program for lost earnings under $1,000.
    Under a new proposal, employers would be allowed to self-correct — and self-report — mistakes in retirement plan contributions. . Some limits would apply; among other things, businesses could only use the program for lost earnings under $1,000.

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    5 1
  • 401(k) CURRENT EVENTS: IRS EXPANDS DETERMINATION LETTER PROCESS FOR CERTAIN INDIVIDUALLY DESIGNED 401(K) PLANS - ComplianceDashboard
    Publisher: ComplianceDashboard

    401(k) CURRENT EVENTS: IRS EXPANDS DETERMINATION LETTER PROCESS FOR CERTAIN INDIVIDUALLY DESIGNED 401(K) PL...

    On November 7, 2022, the IRS released Revenue Procedure (Rev. Proc.) 2022-40 which generally updates the determination letter submission process for qualified retirement plans, including 401(k) plans. In particular, among other changes, the program e...
    On November 7, 2022, the IRS released Revenue Procedure (Rev. Proc.) 2022-40 which generally updates the determination letter submission process for qualified retirement plans, including 401(k) plans. In particular, among other changes, the program e...

    Tags: irs, determination letters

    5 1
  • Participants Admit Auto-Enrollment Kickstarts the Retirement Savings Journey - 401(k) Specialist
    Publisher: 401(k) Specialist

    Participants Admit Auto-Enrollment Kickstarts the Retirement Savings Journey - 401(k) Specialist

    New research shows that 8 in 10 participants say automatic features helped them start saving sooner. #savings #401k 
    New research shows that 8 in 10 participants say automatic features helped them start saving sooner. #savings #401k 

    Tags: participant behavior, automatic features

    5 1
  • Schwab 401(k) Study Finds Millennials and Gen Z Take Advantage of Broader Range of Retirement Resources Than Previous Generations
    Publisher: Charles Schwab

    Schwab 401(k) Study Finds Millennials and Gen Z Take Advantage of Broader Range of Retirement Resources Tha...

    Young workers are relying on more than their 401(k)s to save for retirement as other types of investments play a greater role in their long-term wealth plans, according to the annual nationwide survey of 401(k) plan participants from Schwab Retiremen...
    Young workers are relying on more than their 401(k)s to save for retirement as other types of investments play a greater role in their long-term wealth plans, according to the annual nationwide survey of 401(k) plan participants from Schwab Retiremen...

    Tags:

    5 1
  • Women, Millennial and Gen Z Workers Struggle to Reach Personal Financial Goals | PLANSPONSOR
    Publisher: PLANSPONSOR

    Women, Millennial and Gen Z Workers Struggle to Reach Personal Financial Goals | PLANSPONSOR

    Financial instability is causing women, Millennials and Gen Z to struggle to reach Personal Financial Goals. 
    Financial instability is causing women, Millennials and Gen Z to struggle to reach Personal Financial Goals. 

    Tags:

    5 1
  • Publisher: Groom Law Group

    Year-End Amendments Extended – CARES and 2020 Relief Act - Groom Law Group

    Following up on the SECURE Act and other recent plan amendment extensions in Notice 2022-33, the IRS has issued Notice 2022-45 (Sept. 27, 2022) to extend the amendment deadlines for the remaining provisions of the Coronavirus Aid, Relief, and Economi...
    Following up on the SECURE Act and other recent plan amendment extensions in Notice 2022-33, the IRS has issued Notice 2022-45 (Sept. 27, 2022) to extend the amendment deadlines for the remaining provisions of the Coronavirus Aid, Relief, and Economi...

    Tags:

    5 1
  • IRS logo
    Publisher: IRS

    IRS logo

    More people may be asking to take money out of their retirement plans because of the current economy. Here are the Do’s and Don’ts of Hardship Distributions
    More people may be asking to take money out of their retirement plans because of the current economy. Here are the Do’s and Don’ts of Hardship Distributions

    Tags: hardship

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  • Study Finds Millennials Are Less Likely to be Secure in Their Retirement | PLANSPONSOR
    Publisher: PLANSPONSOR

    Study Finds Millennials Are Less Likely to be Secure in Their Retirement | PLANSPONSOR

    A new study finds that millennials might be having a harder time maintaining their standard of living due to a variety of factors.
    A new study finds that millennials might be having a harder time maintaining their standard of living due to a variety of factors.

    Tags: participant behavior, participant outcomes, participant communication

    5 1
  • Publisher: Nuveen

    How to communicate amid ongoing inflation and volatile markets | Retirement planning | next Issue 9

    As markets move up and down, here are a few ideas to share with your employees to address market fears. #marketvolatility 
    As markets move up and down, here are a few ideas to share with your employees to address market fears. #marketvolatility 

    Tags: participant communication, inflation, employee communication

    5 1
  • Retirement Plan Documentation Mitigates Operational Risk | Segal
    Publisher: Segal

    Retirement Plan Documentation Mitigates Operational Risk | Segal

    What helps keep your 401k plan running smoothly? Here's a tip: Documentation.
    What helps keep your 401k plan running smoothly? Here's a tip: Documentation.

    Tags: best practices, plan documents, prudent process

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