Who Belongs on Your Retirement Committee?
When building a retirement plan committee, it’s important to include a diverse mix of people from across the organization—not just leaders or finance professionals. While...
Employee engagement
Why Advisor Due Diligence Matters for 401(k) and 403(b) Plan Sponsors
Many plan sponsors are recognizing the complex responsibilities tied to managing retirement plans. While ERISA requires them to act as prudent experts, most lack formal...
Boost Employee Productivity and Retention with Emergency Savings Benefits
Financial stress is silently eroding your workforce—97% of employees are feeling the pinch, and it’s hitting your bottom line with increased absenteeism and plummeting productivity. ...
Why Timing Matters: The Power of Vesting in Employee Retention
Why Timing Matters: The Power of Vesting in Employee Retention Vesting schedules may seem like a small detail in retirement plan design, but they can...
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...
Navigating 401(k) Forfeitures During Layoffs
With large-scale layoffs making headlines and more than 30 pending ERISA class action lawsuits targeting the misuse of forfeited 401(k) funds, plan sponsors need to...
401(k) Plans Offer a Strategic Advantage in Economic Downturns
Recessions don’t announce themselves with a save-the-date card. When they arrive, plan sponsors and ERISA fiduciaries face mounting pressure to safeguard participants’ retirement savings. The...
Why Employee Engagement and Financial Wellness Are Key for Advisors
Why Employee Engagement and Financial Wellness Are Key for Advisors Advisors are now expected to go beyond just focusing on fees, funds, and fiduciary duties. ...
Addressing Hourly Workers’ Financial Challenges is Key to Retention and Productivity
Six in 10 hourly workers are struggling financially, with many working multiple jobs just to stay afloat. For retirement plan sponsors, this harsh reality creates...
Boost Employee Engagement with One-on-One Benefits Meetings
Boost Employee Engagement with One-on-One Benefits Meetings One-on-one meetings with employees about their benefits offer significant value by providing personalized attention that addresses individual needs...
