DC plans

Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors

By / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Client connection, DC Plan Sponsors, DC plans, Digital Tools, Employee happiness, Fiduciary, Fiduciary, Financial Advice, Financial Advisors, Financial Advisors, Financial Wellness, Improving Outcomes, Professional Retirement Plan Fiduciary Services, Record Keepers, Regs and Regulators, Retirement Plan Advisor, Retirement Plan Fiduciary, Retirement Readiness
plan sponsor tools
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...

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The Future of Aggregators: Key Takeaways From the 2025 Roundtable

By / 401(k) Managed Accounts, Aggregators, Benchmarking & Monitoring Fees & Partners, Changing Recordkeepers, Client connection, DC plans, Fiduciary, Financial Advisors, Financial Wellness, Investment Managers, Plan Acquisition, Recordkeeping, Regs and Regulators, Retirement Committee, Roundtables
Aggregator Roundtable 2025: How RPAs and RIAs are Reshaping Workplace Saving and Benefits
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...

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Why Employee Communication Matters in Financial Literacy

By / 401(k) Plan Management, benefit education, Client connection, Communication, Confidence, DC Plan Sponsors, DC plans, Employee engagement, Employee happiness, Fiduciary, Fiduciary Training, Financial Advice, financial behaviors, financial literacy, Financial Stress
Financial Literacy
Employee communication is essential for building financial literacy, especially around retirement benefits.  Even the strongest 401(k) plan won’t have its intended impact if employees don’t...

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Why Many Small 401(k) Plans Still Resist Auto Features — and How Advisors Can Help

By / 401(k) Plan Management, 401k Advisor, AI, auto enroll, auto escalate, Auto Portability, auto re-enroll, Communication, DC Plan Sponsors, DC plans, Digital Tools, Employee feedback, fee compression, fees, Fiduciary, Financial Advisors, Financial Wellness, Hybrid Advisors, Investments, Retirement Advisor Specialist, retirement income, small plans
Technology In The Hand Of Businessmen
Despite growing awareness of the benefits of automatic features like auto-enrollment and auto-escalation, many smaller 401(k) and 403(b) plans still trail larger ones in adopting...

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Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent

By / 401(k) Managed Accounts, 401(k) Plan Management, benefits committee, Benefits integration, collaboration, DC Plan Sponsors, DC plans, Economy, Employee Benefits, Fiduciary, financial stress management, Financial Wellness, Financial Wellness, Gen Z, Health & Wellness, Micro-Retirements
Gen Z
Young workers aren’t waiting decades to take a break anymore.  A growing number of Gen Z and millennial employees are planning what’s being called a...

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Middle-Class Retirement Gaps Show Where Sponsors and Advisors Can Step In

By / 401k News, auto enroll, auto escalate, Auto Portability, benefit education, collaboration, Communication, DC plans, Emergency Savings, Employee Benefits, Employee feedback, financial stress, financial stress management, Financial Wellness, Financial Wellness, Gen X, Gen Z, Improving Outcomes, Retirement Income, Retirement Readiness
Savings Work
The retirement outlook for America’s middle class isn’t pretty.  New research from the Transamerica Center for Retirement Studies, cited in InvestmentNews, paints a picture of...

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The CIT Takeover: What’s Driving the Shift in 401(k) Investing

By / CIT, Collective Investment Trust, Company Contributions and Vesting, DC plans, Economy, erisa, ERISA Advisory Council, fee compression, Fiduciary, fiduciary, Financial Advisors, Financial Wellness, Investment Managers, Record Keepers
Collective Investment Trusts (cits)
Collective investment trusts (CITs) are rapidly gaining market share in 401(k) plans, increasingly replacing traditional mutual funds.  Over the past 5–10 years—especially in advisor-sold retirement...

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