The 10 Biggest Lies Told to 401(k) Plan Sponsors
At the May 401(k) Café webinar for plan sponsors, Fred Barstein, revealed the 10 biggest lies told to 401(k) and 403(b) plan sponsors. Despite ERISA’s...
DC Plan Sponsors
Who Should Help 401(k) Participants: Advisors or Record Keepers?
As the retirement industry shifts focus from just saving to helping people use their 401(k) money wisely, a big question has come up:Who’s best suited...
401(k) Managed Accounts Can Help Improve Gen X Retirement Readiness
Gen X workers (ages 44-59) face unique hurdles on their path to retirement. As the “Sandwich Generation,” they’re often simultaneously caring for both children and...
Pooled Employer Plans (PEPs): A Simpler Path to Retirement Plans?
Pooled Employer Plans (PEPs) offer small to mid-sized employers a streamlined way to manage retirement benefits by joining a larger, shared plan overseen by a...
Key Questions 401(k) Plan Sponsors Often Overlook
In a recent Fiduciary News article, Christopher Carosa, CTFA spotlighted several critical questions that 401(k) plan sponsors frequently neglect to ask, even though they have...
Smarter Saving Through Auto-Escalation
Smarter Saving Through Auto-Escalation Automatic enrollment with auto-escalation is not only a smart way to help employees save more for retirement—it gets them started right...
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...
Strategic 401(k) Plan Design: Thinking Beyond Target Date Funds
Target date funds have long been the default investment option for many 401(k) participants, offering a simplified, hands-off approach to retirement investing. But as Christopher...
The Ongoing Consolidation of the 401(k) Industry
The 401(k) industry is experiencing consolidation, driven by plan sponsors who are becoming more involved in managing their plans. This consolidation follows a four-stage process:...
The Pros and Cons of Automatic Enrollment in Retirement Plans
The Pros and Cons of Automatic Enrollment in Retirement Plans Automatic enrollment in 401(k) and other retirement plans has gained popularity as a tool to...
