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...
Compliance
Why Employee Engagement and Financial Wellness Are Key for Advisors
Why Employee Engagement and Financial Wellness Are Key for Advisors Advisors are now expected to go beyond just focusing on fees, funds, and fiduciary duties. ...
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...
Employee Education: Key to Ensuring Financial Security for Retirement
Employee Education: Key to Ensuring Financial Security for Retirement Employee education is key to ensuring financial security for retirement, especially when it comes to 401(k)...
Millennials and Gen Z Embrace AI for Retirement, Experts Urge Caution
A recent study from artificial intelligence (AI) platform Pearl reveals that nearly two-thirds of Gen Z and millennials would follow AI-generated retirement advice based on...
New Auto Savings Features Could Help Address the Job Mobility Challenge
The average employee changes jobs nine times throughout their career, creating a challenge for traditional 401(k) savers. A recent panel discussion hosted by the Brookings...
The Most Important Attribute of a Great Retirement Plan Advisor
The Most Important Attribute of a Great Retirement Plan Advisor A great retirement plan advisor (RPA) must navigate complex regulations, provide strategic investment guidance, and...
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...
