Borrow Less Today: Fred Talks on 401ktv. UCLA professor Shlomo Benartzi made the concept “Save More Tomorrow” famous in his seminal book by encouraging 401k and 403b participants to ...

Issues with Auto-Enrollment: Missing Beneficiary Forms. No doubt that auto-enrollment is great for employers that want to increase participation in their 401k or 403b plan as well as getting ...

Prognosis for Open MEPs: Fred Talks. Hear from Terry Power founder of The Platinum 401k, one of the leading experts on multiple employer plans (MEPs), about why they make ...

Employer Looks to Improve 401k Loans – Sound Familiar? Many employers, especially in the retail and hospitality industries, struggle with loans from their 401k plan which can become contagious. ...

Does Your 401k Plan Need a Refreshing? Most participants in a 401k or 403b plan spend less than 90 seconds selecting their investments with little thought and less guidance. ...

Creating Effective 401k Employee Communication for Different Cultures – Fred Talks.  Hear from a highly successful communication expert about he has created effective employee communication for employees in 401k ...

Clever Ways to Engage Senior Management in your 401k Plan. Getting senior management to care about their 401k or 403b plan can be a challenge for many HR and ...

Auto Enroll Processing – Top 10 Mistakes 401k Plan Sponsors Make: Mistake #9. Continuing our countdown on the 10 biggest mistakes 401k plan sponsors make, ERISA attorney Jewell Lim ...

Terminated Employees – Should 401k Plan Sponsors Encourage Them to Move? There’s a healthy debate about whether 401k and 403b plan sponsors should encourage terminated employees with more than ...

Top 10 Mistakes 401k Plan Sponsors Make – Mistake #9 – Loans. In our continuing countdown on the “Top 10 Mistakes 401k Plan Sponsors Make”, Washington Financial Group advisor ...