DOL Finalizes New Fiduciary Rule: Industry Reception Is a Mixed Bag
The Department of Labor (DOL) finalized the Retirement Security Rule last week. It’s set to take effect on September 23. The rule revises the definition...
Convergence
Navigating the Winds of Change: Retirement Industry Evolution
As the winds of change sweep through the retirement industry, one thing becomes clear: resistance is futile. The inevitable tide of transformation, fueled by societal...
Employers Can Bridge Generational & Gender Gaps in Financial Well-Being
In today’s diverse workforce, employers face the unique challenge of addressing the financial well-being of employees across different generations and genders. With the rise of...
4 Trends Transforming Retirement Plans in 2024
Technology and economic conditions are transforming America’s finances, and that’s impacting retirement plan sponsors and participants. In light of these trends, a new study from...
Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too
Retirement plan recordkeepers have undergone tremendous change in recent years, driven by consolidation and a race to innovate and scale. According to Mike Webb CAPTRUST...
Innovative Benefits for Working Parents to Prevent Retirement Regrets
The majority of current retirees have regrets about their retirement savings. Specifically, 86% wishes they had saved more for their post-working years, according to a...
Enhancing Workplace Culture with Integrated Retirement Plans
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Eric Kaufman – Alliant Retirement Consulting The integration of retirement plans into the broader employee benefits...
Brookings: SECURE 2.0 Didn’t Go Far Enough
It’s been one year since the landmark SECURE 2.0 Act was passed into law. What’s changed, and what still needs to improve to shore up...
The Evolving Landscape of the 401(k) Ecosystem
The 401(k) ecosystem is undergoing significant change, driven by small-to-mid-size plan sponsors recognizing the potential of defined contribution plans. As small plans grow and mega...
Financial Wellness is Top Priority for Employers and Employees
It’s no wonder financial wellness is such a hot topic—financial stress continues to pervade American workers’ psyches. Debt, especially student loans, is overwhelming employees, leaving...
