Curated Content Library

New plan features and plan design are shaking up the retirement plan industry, specifically, for plan sponsors.  Financial services firms are collaborating on the big change of adding guaranteed lifetime income products to 401(k)s.

"Thoughtful" 401(k) auto-features can help boost participants’ retirement savings and strengthen their retirement readiness.

Many parents with adult children share a complication in their retirement preparations: boomerang kids, or adult children who have returned to the family home.

ICI President and CEO Eric Pan released the following statement regarding the SEC’s proposal to require additional disclosure around environmental, social, and governance (ESG) investment practices: “ICI fully supports regulatory measures to addr...

Want to boost financial awareness among participants? Check out these best practices.

 Making a 'cashout calculator' available to employees can help them understand the high cost of cashing out, even for small 401(k) balances.

Only 16% of Americans think they will be able to retire when they want to. How can employers help change that?

Every six years, all preapproved defined contribution retirement plans (such as 401(k) plans) must be restated in new plan documents that have fresh...  So You Missed the IRS’s Pre Approved Defined Contribution Retirement Plan Restatement Deadlin...

Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds that might have performed better.

Though retirement confidence has declined since January, 64% of adults expect their retirement savings to last their whole lives. 

The first climate-friendly fund made for 401(k)'s has arrived! 

What is Form 8955-SSA? And are plan sponsors still required to file it? Hear it from the experts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Interested in offering Environmental, Social and Governance investing for your company's retirement plan? A framework for helping 401(k) participants understand sustainable investing is emerging. #Sustainability #ESG #Investing 

Americans are retiring at a later age than was the case in the 1990s and early 2000s. Working Americans also expect to work until an older age.

Five administrative policies every 401(k) plan needs 

5,000 women turn 65 in the U.S. every day. Despite that, many feel unprepared for the realities of aging and retirement and all that comes with it.

Healthcare, retirement savings and PTO emerge as the top 3 ranked benefits employers can offer.

Are your employees bogged down with healthcare debt? A quarter of adults with health care debt owe more than $5,000 and about 1 in 5 with any amount of debt said they don’t expect to ever pay it off. #Debt #Healthcare #Savings 

80% of investors are considering investing in #crypto as part of their retirement planning strategy, but should they?

New IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401k