Retirement Plan Electronic Delivery Under Consideration Retirement plan electronic delivery (e-delivery) may soon be the default method when a plan sponsor issues a retirement plan disclosure notice.  This is ...

SECURE ACT CHANGES THAT AFFECT YOUR 401(K) by Carol Buckmann Secure Act changes seem to be on track to enact new rules many plan sponsors would prefer to see.  ...

Retirement Plan Data Ownership and Rights Retirement plan data ownership and the protection of that data are amid a firestorm with issues surfacing in places where no one wants ...

Retirement Plan Technology Moves Participants Forward Retirement plan technology consists of a thoughtful design that has been made available to Improve Outcomes of plan participants, retirement plan sponsors, retirement ...

New Fiduciary Regulation on the Horizon New Fiduciary Regulation now seems to be more of a promise that it had been a threat. It has been more than a ...

Employer Matching Contributions Reach Record Highs Employer matching contributions and employee savings rates in America’s retirement plans have reached record highs.  In many ways, employer matching contributions become the ...

Annuities in Retirement Plans Gaining Interest Annuities in Retirement Plans is a topic that has been the subject of heated debates since the inception of ERISA.  There are strong ...

Financial Advice Technology Coming Your Way Financial advice technology is rapidly gaining ground throughout the financial services industry. And more frequently, financial advice technology is being offered in workplace ...

Multiple Employer Plans Garner Congressional Attention Multiple employer plans (MEPs) may soon become a reality, thanks to a new bill making it through the U.S. House of Representatives recently. ...

Robo Advisor Technology for Retirement Professionals Robo advisor technology during the early days was about positioning to gain access and serve the masses.  That strategy for robo advisor technology ...