Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors
Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...
Financial Advice
Financial Wellness is a Must-Have for Reducing Stress, Improving Retention
Employee financial stress is pushing more companies to rethink their benefits strategy. And for good reason—nearly two-thirds of employers faced turnover rates of 10% or...
Why Employee Communication Matters in Financial Literacy
Employee communication is essential for building financial literacy, especially around retirement benefits. Even the strongest 401(k) plan won’t have its intended impact if employees don’t...
The Power of Clarity: Why Great Advisors Master Simple Communication
Clear, simple communication is one of the most powerful skills a retirement plan advisor can have. In a world overflowing with emails, texts, and updates,...
Six Common Myths That Increase Plan Sponsors’ Fiduciary Liability
Fiduciary lawsuits continue to make headlines, but many plan sponsors don’t realize they’re operating under dangerous misconceptions about their responsibilities. In a recent article, Carol...
Plan Sponsors Want More From Retirement Advisors, and Here’s Why
Plan sponsors want better retirement savings outcomes for their employees and are looking to advisors for solutions. The disconnect between what participants need to save...
Rethinking Retirement Support: Time for Plan Sponsors to Step Up
With nearly 59 million employees lacking access to workplace retirement plans, according to a recent TIAA study, we’re facing a retirement readiness crisis that demands...
Who Should Help 401(k) Participants: Advisors or Record Keepers?
As the retirement industry shifts focus from just saving to helping people use their 401(k) money wisely, a big question has come up:Who’s best suited...
Addressing Hourly Workers’ Financial Challenges is Key to Retention and Productivity
Six in 10 hourly workers are struggling financially, with many working multiple jobs just to stay afloat. For retirement plan sponsors, this harsh reality creates...
The Ongoing Consolidation of the 401(k) Industry
The 401(k) industry is experiencing consolidation, driven by plan sponsors who are becoming more involved in managing their plans. This consolidation follows a four-stage process:...
