fee compression

Why Many Small 401(k) Plans Still Resist Auto Features — and How Advisors Can Help

By / 401(k) Plan Management, 401k Advisor, AI, auto enroll, auto escalate, Auto Portability, auto re-enroll, Communication, DC Plan Sponsors, DC plans, Digital Tools, Employee feedback, fee compression, fees, Fiduciary, Financial Advisors, Financial Wellness, Hybrid Advisors, Investments, Retirement Advisor Specialist, retirement income, small plans
Technology In The Hand Of Businessmen
Despite growing awareness of the benefits of automatic features like auto-enrollment and auto-escalation, many smaller 401(k) and 403(b) plans still trail larger ones in adopting...

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The CIT Takeover: What’s Driving the Shift in 401(k) Investing

By / CIT, Collective Investment Trust, Company Contributions and Vesting, DC plans, Economy, erisa, ERISA Advisory Council, fee compression, Fiduciary, fiduciary, Financial Advisors, Financial Wellness, Investment Managers, Record Keepers
Collective Investment Trusts (cits)
Collective investment trusts (CITs) are rapidly gaining market share in 401(k) plans, increasingly replacing traditional mutual funds.  Over the past 5–10 years—especially in advisor-sold retirement...

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Supreme Court Decision Lowers the Bar for ERISA Lawsuits Against Plan Sponsors

By / 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Communication, DOL, DOL Guidance, erisa, ERISA Advisory Council, fee compression, fee lawsuits, fee transparency, Fiduciary, Fiduciary, investment, Managed Accounts, provider due diligence, Record Keepers, Recordkeeping, Retirement Plan Advisor Due Diligence, Retirement Plan Fees
Erisa Lawsuits
A recent Supreme Court decision has changed the legal landscape for plan sponsors, making it easier for plaintiffs to file lawsuits over how plans do...

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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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PE Industry Considers Move to Enter 401(k) Market

By / 401k News, 6th Annual RPA Broker/Dealer Roundtable, CEO Engagement, Changing dynamics, Changing Recordkeepers, DC plans, DOL, DOL Guidance, Early retirement, Economy, education, fee compression, fee transparency, Fiduciary, Financial Wellness, investment, Investments, Private equity, product quality, Regs and Regulators, Retirement Advisory, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, specialized team
Private Equity
With President Trump just days away from his second term in the White House, private equity firms are eyeing the massive 401(k) market with renewed...

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The Evolving Retirement Industry: What Advisors Need to Know

By / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, adult learning, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Convergence & Advisor M&A, DC Plan Sponsors, Early retirement, evolving and adapting, fee compression, fee lawsuits, Fiduciary, Fiduciary Training, generational gap in retirement planning, HR, incentivizing financial meetings, Legislation, product quality, Professional Retirement Plan Fiduciary Services, Regs and Regulators, Retirement Advisory, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, RPA Aggregator Roundtable, Specialization
Evolving Retirement Industry
The Evolving Retirement Industry: What Advisors Need to Know The retirement industry has evolved dramatically over the past decade, bringing new challenges and opportunities for...

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