How Advisor Engagement Drives Higher Retirement Plan Participation
Working with a retirement plan advisor to increase participation is one of the most effective ways to strengthen an organization’s benefits strategy and improve long-term...
DC plans
Recordkeeper Switches Can Go Wrong Fast. Is Your Plan Protected?
Switching recordkeepers might seem like a straightforward administrative move, but when things go sideways, the consequences can be severe. A recent lawsuit against a Florida...
Why Employee Education Requires More Than One Method
Employee education requires more than one method because no single approach can effectively reach an entire workforce. Employees have different schedules, learning styles, comfort levels,...
Co-Manufactured Target-Date Funds: Lower Fees, But at What Cost?
Fee pressure is reshaping how 401(k) plans cover administrative costs, and plan sponsors—especially those overseeing smaller plans—are increasingly turning to a new breed of target-date...
Top 10 401(k) Stories in 2025
The retirement industry saw significant transformation in 2025, with several major themes shaping how employers, advisors, record keepers, and participants navigate the 401(k) landscape. The...
Most Employers Now Offer or Plan to Offer Emergency Savings Accounts
Many American workers are living paycheck to paycheck, unable to cover even a modest unexpected expense. This financial fragility is prompting more employers to add...
Why Participant Loans Can Strengthen Retirement Readiness
Participant loans, when structured thoughtfully, can actually strengthen the overall retirement experience by reducing financial stress for employees. Knowing they can access a portion of...
Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors
Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...
The Future of Aggregators: Key Takeaways From the 2025 Roundtable
The 2025 Aggregator Roundtable brought together leaders from major RIA and RPA aggregators to discuss how workplace retirement, wealth, and benefits are converging. With fees...
The Coming Battle Over 401(k) Participant Data
The 401(k) industry is heading toward a major conflict over who can access and use participant data. Record keepers and advisors both depend on this...
