Private Credit Leaders Say It’s Time to Drop the “Semi-Liquid” Label
The private credit industry is doing some soul-searching—and one of the first casualties may be the term “semi-liquid.” That was a key theme at this...
Communication
How AI and HR Technology Are Transforming Employee Access to Benefits
More and more employers are turning to AI and integrated HR technology to help employees easily access the information they need — from payroll and...
How Paycheck Transparency Drives Higher 401(k) Participation
Many employees enrolling in a 401(k) for the first time hesitate because they’re unsure how contributions will affect their take-home pay. This uncertainty can be...
AI and Convergence Are Reshaping the TPA Landscape
As the pace of change in the 401(k) industry accelerates—driven by artificial intelligence and the growing convergence of wealth and retirement—pressure is mounting across the...
How One CHRO Is Redefining Benefits Communication for a Distributed Workforce
As remote and distributed work continues to expand, organizations face increasing challenges in communicating across a workforce that is no longer centralized. With employees spread...
Lower Fees, Higher Stakes: Are CITs Right for Your Plan?
Collective investment trusts have been around for decades, but for many plan sponsors, they still seem mysterious—or at least more complicated than they need to...
401(k) Fees Are Falling—But Are You Overpaying?
As 401(k) plans grow and add participants, fees are often left unchanged for years—despite ongoing fee compression across the industry driven by increased competition and...
Health and Wealth Benefits Shouldn’t Be Communicated Separately
Health impacts finances. Finances impact health. It’s not a new insight, but a recent white paper from Milliman, a global actuarial and consulting firm, argues...
Why the 401(k) Industry Must Adapt to Phased Retirement
Defined contribution plans have evolved, but the industry still isn’t fully aligned with how today’s workforce approaches retirement. As employees live longer and seek more...
Balancing Fiduciary Responsibility & Employee Support in 401(k) Plans
For many HR professionals, balancing employee support with fiduciary responsibility can feel like a constant tension. Chris, an HR Director for a growing company of...
