Plan Sponsor Education is Important for Plan Success Plan Sponsor fiduciary duties are not easily enumerated or defined.  Plan sponsor fiduciary duties associated with overseeing a tax-qualified retirement plan ...

401k Auto-Enrollment Pitfalls to Avoid   401k Auto-enrollment can help to boost 401k plan participation; however plan sponsors need to be aware of potential pitfalls that can create problems ...

401k Auto-Enrollment Takes Plan Participation to 100% 401k Auto-enrollment increases employee participation.  In this case, auto-enrollment into the 401k plan helped to boost the Orlando Regional Realtor Association 401k ...

Increase 401k Participation with Plan Advisor Assistance Increase 401k participation with plan advisor assistance.  How can we increase 401k participation is a question being asked by many plan fiduciaries ...

401k Plan Education Program Increases Participation 401k plan education program strategy can make a big difference in participant participation. In this case, a 401k plan education program took this ...

Retirement plan investment fees make for a better user experience when there is full disclosure.  When participants understand the fees there is better employee engagement. At the conclusion of ...

Financial Wellness total rewards programs go a step beyond traditional financial wellness programs. Retirement plan advisor partners can be strong advocates when attempting to manage recordkeepers, investment managers and ...

Retirement plan advisor partners can be strong advocates when attempting to manage recordkeepers, investment managers and custodians for your company 401k plan.  At the conclusion of a Fiduciary Education ...

SUPER Roth Contribution Beneficial for Millennials Super Roth Contributions are a concept where 401k participants can increase their retirement account balances with after-tax deferrals if the plan permits.  Millennials ...

401k Participant Loans Send Inconsistent Message 401k participant loans are a topic which continues to be surrounded by industry debate. Offering 401k participant loans is likely to stimulate employee ...