401(k) auto portability could not only improve outcomes, but it can also help reduce fiduciary risk. Automatic cash-outs of 401(k) plan balances of less than $1,000 are a problem ...
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HR Professionals Under SEC Spotlight
HR Professionals are in the sights of The Securities and Exchange Commission (SEC). The SEC may soon apply greater pressure on HR professionals when it comes to “human capital ...
Read More »Department of Labor Action Sends a Message to Plan Fiduciaries & Retirement Committees
Department of Labor action is putting additional scrutiny on the misuse of confidential retirement plan participant data. This is particularly important in the context of cybersecurity practices of plan ...
Read More »Lifetime Income Options Attractive to Plan Sponsors & Participants
Lifetime income options are becoming a sought-after solution for retirement plans. Lifetime income options have been a long time coming for workplace retirement plans. For years, plan sponsors and ...
Read More »Recordkeeper Advice – Saves Time and Reduces Administrative Headaches
Recordkeeping advice may be just what the plan fiduciary needs! Does working with a single recordkeeper have advantages over partnering with several different providers? According to a new study, ...
Read More »Gen Z Workers See Brighter Futures via Financial Wellness
Gen Z workers (18 to 24 years old) are feeling the fallout of the Covid-19 pandemic, especially when it comes to their personal finances. This may have a profound ...
Read More »Retirement Plan Fiduciaries Now Look Through a Covid Lens
Retirement plan fiduciaries may notice their year-end 401(k)/403(b) reviews look different in 2020 than in years past. Covid-19 has forced retirement plan fiduciaries to pivot how they manage their ...
Read More »Improve 401k Plan Outcomes with Knowledgeable Retirement Committee Members
Improve 401k plan outcomes every chance you get. America’s retirement system has evolved over the years and most plan sponsors continue to seek ways to improve 401k plan ...
Read More »Financial Wellness Usage Includes the Family
Financial Wellness usage includes the entire Family. Financial wellness usage within benefit programs are increasingly becoming more popular. Upon conclusion of The Plan Sponsor University (TPSU) Fiduciary Education ...
Read More »Retirement Committee Trustees Immediately Accept Fiduciary Responsibility
Retirement committee trustees frequently accept their positions without fully comprehending the responsibility. Therefore, new retirement committee trustees do not always realize the magnitude of the commitment they have ...
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