Recordkeeping advice may be just what the plan fiduciary needs!  Does working with a single recordkeeper have advantages over partnering with several different providers?  According to a new study, ...

American workers choosing an early retirement is a growing trend and concern.  Until recently, many Americans planned to work well into their 60s and 70s.  Now, it seems that ...

Uncashed 401(k) Distribution Checks are now a front burner item for the DOL.  Retirement plan sponsors are slated to receive letters from the Department of Labor.  These letters will ...

401k plan lawsuits have experienced a steady increase.  The majority of claims have focused on fee violations, imprudent choices regarding investments or plan design, fiduciary negligence, or forbidden transactions.  ...

Retirement planning advice is not one-size-fits-all.  And it’s no secret that workers have struggled to go it alone since the advent of the 401(k) some 40 years ago.  Perhaps ...

Managed Accounts are gaining respect among the plan sponsors looking for a more personalized Qualified Default Investment Alternative (QDIA).  Target date funds have been the (QDIA) of choice in ...

The stage is being set for incorporating more ESG Funds within qualified plans and other investments.  ESG Funds that focus on environmental, social, and governance (ESG) causes are increasingly ...

Managed accounts and financial wellness are finally being recognized as a valuable combination for retirement strategy.  Usage in defined contribution retirement accounts is picking up steam.  It turns out, ...

Retirement Plan Committee Charter language may be exactly what your plan needs.  Does your retirement plan committee charter even exist?  When is the last time it was  reviewed or ...

ESG rules for 401k plans could be overturned under the Biden administration.  The use of environmental, social and governance (ESG) funds in 401(k)s and similar employer-sponsored retirement plans is ...