Are Managed Accounts the Future of 401(k) Defaults?
As retirement plans evolve, so do the default investment options offered to participants. Target date funds still dominate the market, but attention is shifting toward...
DC Plan Sponsors
Why 401(k) Sponsors Must Prioritize Cybersecurity
It’s no longer a question of if a retirement plan will be targeted by cybercriminals, but when. With vast amounts of sensitive personal data and...
Smart Strategies for Multi-Generational 401k Communication
While it’s likely obvious to retirement plan sponsors who’ve been paying attention, one-size-fits-all participant communication strategies aren’t effective. And the challenge is becoming more complex. ...
Plan Sponsors Want More From Retirement Advisors, and Here’s Why
Plan sponsors want better retirement savings outcomes for their employees and are looking to advisors for solutions. The disconnect between what participants need to save...
Quarterbacking Retirement Plans: Advisors at the Center of Success
A retirement plan advisor plays a pivotal role in supporting both plan sponsors and participants. Beyond managing investments, advisors ensure all service providers—such as TPAs,...
RPA Broker/Dealer Roundtable: Convergence and Plan Growth Take Center Stage
The largest and most oversubscribed RPA Broker/Dealer Roundtable to date took place at Broadridge’s New York City offices just ahead of the WealthManagement.com Industry Awards. ...
The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.
The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...
Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost
After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...
Why Authenticity is the New Advantage for Retirement Plan Advisors
Authenticity and self-awareness are becoming critical differentiators for retirement plan advisors (RPAs) in an industry that often leans heavily on technical knowledge, acronyms, and compliance...
Plan Sponsors Turn to CITs for Lower Costs and Flexibility
Collective investment trusts (CITs) have steadily gained traction in retirement plan lineups, and for good reason. A recent article from the International Foundation of Employee...
