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Senior Management’s Involvement in 401k Plans: Why It Makes a Difference

By / 401k News, Education, Financial Advisors, financial literacy, financial stress management, Financial Wellness, participation, Peer to peer learning, Plan design, Plan Participation, Retirement Happiness, Senior Management Engagement, Senior Management Engagement
Senior Mangement
Senior Management’s Involvement in 401k Plans: Why It Makes a Difference While it may seem unnecessary to involve senior management in a company’s 401k plan,...

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Measuring Retirement Plan Success: Beyond Participation Rates

By / 401k News, 6th Annual RPA Broker/Dealer Roundtable, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, Compensation, Employee Benefits, Employee happiness, fee compression, Fiduciary, Financial Wellness, generational gap in retirement planning, HR, Ideal Plan, Plan Conversion, product quality, Retirement Readiness, Senior Management Engagement, specialized team
Retirement Plan Readiness
Measuring Retirement Plan Success: Beyond Participation Rates For many employers, offering a retirement plan is a fundamental part of their benefits package.  It helps attract...

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Why Hire a Professional Fiduciary?

By / 401k News, auto enroll, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefits committee, Client connection, Communication, Compliance, Confidence, DC Plan Sponsors, DOL, erisa, fee lawsuits, Fiduciary, Financial Advice, Financial Advisors, Financial Security, Financial Wellness, Improving Outcomes, Legislation, participation, personal financial advice, Retirement Advisor Specialist, retirement income, Retirement Plan Participation, Senior Management Engagement, Specialization, wellness assessment
Retirement plan sponsors often grapple with the decision to hire an outside fiduciary.  With regulatory scrutiny increasing in intensity and fee lawsuits continuing to proliferate,...

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Insights from the 2023 RPA Record Keeper Roundtable & Thinktank

By / 401k News, Benchmarking & Monitoring Fees & Partners, DC Plan Sponsors, DC plans, Documents & testing, Economy, Fiduciary, Financial Advisors, Financial Security, investment comittee, Managed Accounts, Plan Acquisition, Record Keepers, Recordkeeping, Retirement Committee, RPA Record Keeper Roundtable & Thinktank, Senior Management Engagement
Business Conference
During the fifth annual RPA Record Keeper Roundtable & Thinktank in New York City, senior leaders from major firms gathered to discuss the challenges and...

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Happy People Have Strong Connections During Retirement Years!

By / Benchmarking & Monitoring Fees & Partners, benefits committee, Company Contributions and Vesting, Compliance, DOL, education, Featured Story - Fred, Fiduciary, Financial Advice, financial literacy, Financial Stress, financial uncertainty, Financial Wellness, Legislation, Passive Investments, Plan Optimization Video, Retirement Happiness, Retirement Income
Student Loan Repayment Programs
Happy people seem to be the ones who maintain solid personal connections to others after they retire according to an 85 year study from Harvard...

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