Financial Wellness

Includes employee education, employee guidance, financial literacy, employee advice, one on meetings, financial coach to enable people and investors to improve the financial health of a person as well as improve financial literacy.

401(k) Fees Fall, But Gaps and Questions Remain

By / 401(k) Plan Management, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Benchmarking Funds, DC Plan Sponsors, Economy, erisa, fee compression, fee lawsuits, fees, Financial Wellness, Financial Wellness, Investments
401(k) fees continue to trend downward across the industry, driven by increased competition, wider use of low-cost investment options, and institutional pricing.  Investment-related costs have...

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Could a Centralized Clearinghouse Fix 401(k) System Challenges?

By / 401(k) Plan Management, 401k Advisor, Auto Portability, auto re-enroll, Compensation, DC Plan Sponsors, DC plans, Employee Benefits, Employee engagement, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, Financial Wellness, Investments, participation, Retirement Plan Advisor, Retirement planning
401(k) Clearinghouse
Defined contribution plans have come a long way, but the system still struggles with one big reality: people change jobs frequently.  Over the course of...

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Why HR Can’t Stop at Enrollment When It Comes to Retirement Plans

By / 401(k) Plan Management, 401k Advisor, auto enroll, auto escalate, auto re-enroll, benefit education, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, Employee engagement, Employee feedback, Employee training, Fiduciary, Financial Wellness, Financial Wellness, HR, Retirement Readiness, Retirement Savings Concern
Hr Enrollment Plan Sponsors
For many companies, the work of managing a retirement plan feels complete once employees are enrolled. But Teresa believes that’s only the starting point. As...

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Wealth Advisors Are Coming for the 401(k) Market

By / 401(k) Plan Management, acquisition, Adaptability, Client connection, Communication, competition, Conflict of Interest, Convergence, DC Plan Sponsors, Economy, Fiduciary, Financial Advice, Financial Advisors, financial stress management, Financial Wellness, Financial Wellness, Hybrid Advisors, Retirement Plan Advisor, Wealth Advisor
Wealth Advisor
Retirement plan advisors (RPAs) and recordkeepers have a real challenge on their hands: wealth advisors are coming for their turf.  And honestly, it’s not hard...

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Four Ways Your Benefits Broker Can Strengthen Your 401(k) Strategy

By / 401k plan, auto enroll, Auto Portability, Benchmarking & Monitoring Fees & Partners, benefit education, Benefits Broker 401(k) Strategy, Benefits integration, collaboration, Communication, DC Plan Sponsors, Employee engagement, erisa, Fiduciary, Financial Wellness, Financial Wellness, HR, Plan design, Retirement planning
Strategy
For many companies, the 401(k) is one of the most valued benefits they offer.  It’s also one of the least optimized.  Plans are often selected...

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Employee Champions: Turning Peer Trust Into Powerful Benefits Engagement

By / benefit education, Benefits integration, collaboration, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, employee champions, Employee engagement, Employee feedback, Financial Wellness, financial wellness, participation, Peer to peer learning, Retirement Happiness, specialized team
Employee Champions
Have you ever heard the term employee champions?  At first glance, it may sound like a buzzword, but in practice it describes a powerful internal...

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The Illusion of 401(k)s — And What Comes Next

By / 401k plan, AI, Artificial Intelligence, Authenticity, Benchmarking & Fees (ERISA, retirement plan), Financial Wellness, Improving Outcomes, Participant data, personal financial advice, Plan design, Professional Retirement Plan Fiduciary Services, Recordkeeping, Target Date Fund, Target Date Funds
Illusion
Defined contribution plans like 401(k)s and 403(b)s may appear to be fixed retirement vehicles, but in reality they are constantly shifting collections of individual accounts. ...

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Creativity Drives Clarity in Advisor–Plan Sponsor Relationships

By / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Adaptability, Authenticity, Client connection, collaboration, Communication, DC Plan Sponsors, Employee Benefits, Financial Advisors, Financial Wellness, Financial Wellness, financial wellness programs, Gamification Retirement Planning, Retirement Advisory
Advisor Plan Sponsor Relationship
Creativity is increasingly essential in the relationship between retirement plan advisors and plan sponsors because effective communication is no longer one-size-fits-all.  Advisors who can translate...

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