Why a Qualified Advisor is Key to Retirement Success
Why a Qualified Advisor is Key to Retirement Success Managing a company retirement plan isn’t just about checking boxes—it’s about making smart, strategic decisions that...
benefit education
The 10 Biggest Mistakes Plan Sponsors Make with Their Retirement Plan Advisor
We were overwhelmed by the response to the April 2nd 401(k) Café 30-minute webinar, “What You Don’t Know Could Hurt You.” Many of you were...
Addressing Hourly Workers’ Financial Challenges is Key to Retention and Productivity
Six in 10 hourly workers are struggling financially, with many working multiple jobs just to stay afloat. For retirement plan sponsors, this harsh reality creates...
Effective Retirement Plan Design Can Help Boost Participation and Savings Rates
Although retirement planning is a top priority for many Americans, significant barriers persist. Nearly one in four workers with access to employer-sponsored retirement plans don’t...
Why Diversity Still Matters in Financial Services
Even as diversity comes under attack—being blamed for incidents like the recent aircraft accident in DC—it remains a critical factor for success in the workplace...
Forfeiture Lawsuits and Their Impact on 401(k) Plans
A wave of ERISA lawsuits is challenging the common practice of using forfeited 401(k) assets—typically from unvested employer contributions—to offset employer matching contributions rather than...
Most U.S. Retirement Plans Have Red Flags – Is Yours at Risk?
If you oversee a company retirement plan, here’s a startling statistic that should grab your attention: 84% of U.S.-based retirement plans have at least one...
The Pros and Cons of Automatic Enrollment in Retirement Plans
The Pros and Cons of Automatic Enrollment in Retirement Plans Automatic enrollment in 401(k) and other retirement plans has gained popularity as a tool to...
Why Purist 401(k) RPAs Face Growth Challenges
Independent 401(k) retirement plan advisors (RPAs) who focus only on retirement plans and avoid offering other services like financial planning or investment management are finding...
Making Retirement Planning Inclusive for All
Making Retirement Planning Inclusive for All Retirement planning shouldn’t be reserved for executives—it’s essential for every employee, especially those who have dedicated decades to their...
