Curated Content Library

Retirement saving remained a key focus through the first quarter of 2022, with ICI research demonstrating that defined contribution (DC) plan participants continued to save in their retirement plans at work. Despite recent economic events, 401(k) p...

2022 Trustees Report shows as of right now, Social Security will be able to pay scheduled benefits until 2034—one year later than reported last year.

A discussion of the retirement income solutions plan sponsors can offer participants and how to decide which to adopt. Candid takeaways from employers about retirement income solutions and what to do next. #EmployeeExperience #HumanResources 

Should a rehired employee be allowed to withdraw a prior account balance?

There's 4 stages of retirement planning, plus a new outlook for retirees. As opposed to "rest and relaxation," people view retirement as "a new chapter in life."

If your employees worked someplace before your company, they might have an old 401(k) account - help them find their investments and consolidate. 

The SEC proposed new rules to curb investment vehicles from misleading clients about their adherence to ESG principles, a practice known as greenwashing. 

Is market volatility making your employees uncertain? Communicate with tailored language from Millennials to Baby Boomers. 

Employer Question of the Week: At what deferral rate should rehires be auto-enrolled in the company retirement plan? #QA

49% of employees say that their retirement savings plan will be a major source of income in retirement. Employer-sponsored plans make the difference! 

A weekly roundup of pay and #benefits news for #employers and retirement plan sponsors like you. 

3 actionable steps to keep compliance in check and keep track of employees in your retirement plan. 

401(k) auto portability has the potential to reduce fiduciary liability for plan sponsors. 

The U.S. Department of Labor (DOL) warned 401(k) plans to "exercise extreme care" before including a cryptocurrency option in their investment menu. While short of an outright ban, the guidance calls for an abundance of caution regarding crypto.

Recent market volatility could present an opportunity for #millennial investors. #InvestingMany popular funds in workplace retirement savings plans are down more than 13% so far this year.

Data on decumulation patterns can be useful to public-sector DC plan sponsors who want to help employees with retirement planning. 

Are investors getting worried? Trading is slowing down among 401(k) participants.

Plaintiffs attorneys are salivating over future litigation as companies weigh whether to offer risky crypto options in their retirement plans.

On your marks, get set, here's a fun analogy article about how to "run" a 401(k). 

In Hughes v. Northwestern University, 142 S.Ct. 737 (January 24, 2022), the Supreme Court held that fiduciaries to self-directed defined contribution retirement savings plans are responsible for determining the prudence of all investment alternatives...