Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors
Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...
401(k) Plan Management
Why Fiduciary Confusion Still Plagues Plan Sponsors
Despite the rapid evolution of the retirement industry, one challenge continues to surface among plan sponsors nationwide: persistent confusion surrounding fiduciary roles. Even though more...
The Coming Battle Over 401(k) Participant Data
The 401(k) industry is heading toward a major conflict over who can access and use participant data. Record keepers and advisors both depend on this...
Why Employee Communication Matters in Financial Literacy
Employee communication is essential for building financial literacy, especially around retirement benefits. Even the strongest 401(k) plan won’t have its intended impact if employees don’t...
The 3(21) vs. 3(38) Debate: Why Delegation Doesn’t Mean You’re Off the Hook
The promise sounds appealing: hire a fiduciary advisor, hand over investment decisions, and sleep better at night knowing someone else is handling the heavy lifting. ...
Why Many Small 401(k) Plans Still Resist Auto Features — and How Advisors Can Help
Despite growing awareness of the benefits of automatic features like auto-enrollment and auto-escalation, many smaller 401(k) and 403(b) plans still trail larger ones in adopting...
Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent
Young workers aren’t waiting decades to take a break anymore. A growing number of Gen Z and millennial employees are planning what’s being called a...
Plan Sponsor Finds New Value Through Advisor Review
Regularly reviewing your retirement plan advisor is one of the smartest moves a plan sponsor can make. It ensures the person guiding your plan is...
Six Common Myths That Increase Plan Sponsors’ Fiduciary Liability
Fiduciary lawsuits continue to make headlines, but many plan sponsors don’t realize they’re operating under dangerous misconceptions about their responsibilities. In a recent article, Carol...
Why Plan Sponsors Play a Critical Role in Retirement Readiness
Improving employee retirement readiness begins with helping workers make informed financial decisions today. When employees understand how their choices around saving, debt, and spending impact...
