Could AI Make 401(k) Education More Personal?
What if plan sponsors could pinpoint which employees need help with their 401(k) and offer education tailored to them? After a recent TPSU program at...
401(k) Plan Management
Small 401(k) Balances Remain at Risk Despite Progress on Auto Portability
Changing jobs can put retirement savings at risk, particularly for workers with small 401(k) balances. While automatic portability programs are helping reduce cash-outs, new research...
What Plan Sponsors Really Need as the 401(k) Industry Evolves
The retirement industry is changing quickly, but are advisors and providers focusing on what plan sponsors actually need? From artificial intelligence and industry consolidation to...
11 Years of Change: What Matters Most to Retirement Plan Sponsors Today?
A lot has changed in the retirement industry over the past decade. From investment options and financial wellness to private markets and evolving target date...
Could Voluntary Benefits Become the Next Target for ERISA Lawsuits?
Retirement plan sponsors have spent years navigating lawsuits about excessive fees and fiduciary responsibilities. Now, another category of employee benefits may be attracting plaintiffs’ attorneys’...
Breaking Language Barriers to Improve 401(k) Participation
For retirement plan education to be effective, employees need to understand the information they’re receiving. Sometimes, that starts with offering it in their own language....
How State Retirement Mandates Are Reshaping the 401(k) Industry
A small change can sometimes lead to much bigger consequences. That’s the idea behind the butterfly effect, and it’s playing out across the retirement industry....
What Plan Sponsors Can Learn From a Financial Advisor’s YouTube Success
Who says people don’t have the attention span for long-form financial education? Kevin Lum, a certified financial planner and founder of Foundry Financial, has built...
Why Private Equity Is Betting Big on TPAs
Third-party administrators (TPAs) haven’t always received the same attention as retirement plan advisors or wealth management firms. But that’s starting to change. Private equity firms...
A More Engaged 401(k) Committee Starts With New Voices
A retirement plan committee helps guide decisions that affect employees’ savings and financial futures. But when the same people serve year after year, discussions can...
