Are Managed Accounts the Future of 401(k) Defaults?
As retirement plans evolve, so do the default investment options offered to participants. Target date funds still dominate the market, but attention is shifting toward...
Plan Conversion
Helping Former Employees Keep Their Retirement on Track
When employees leave a company with small 401(k) balances—typically under $7,000—plan sponsors are permitted to initiate a “force-out,” removing these accounts from the plan. While...
Wealth + Retirement: The Race to Stay Relevant
A major broker/dealer recently asked if the convergence of wealth and retirement is real—and the answer is yes. But the real question is: Who’s equipped...
Measuring Retirement Plan Success: Beyond Participation Rates
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...
Navigating Employee Benefits & Retirement Plans During Acquisitions
Navigating Employee Benefits & Retirement Plans During Acquisitions Expanding through acquisitions allows companies to scale quickly, but it also brings significant challenges, particularly in managing...
Urgent Shift: Wealth Advisors Target 401(k) Opportunities
In a notable shift, the financial advisory landscape is experiencing a significant change in its approach to defined contribution (DC) plans, particularly 401(k)s. Once considered...
PEPs: Retirement Plan Game-Changers with Caution
PEPs, or pooled employer plans, have received attention as a potential game-changer in the retirement plan industry. However, their adoption has been slower than expected,...
Retaining Retirement Plan Assets Requires Employers to Take a Holistic Approach
As an employer, one of your responsibilities is ensuring the financial well-being of your employees, both during their active working years and into retirement. In...
Perks of Switching from a 403(b) to a 401(k) for Non-Profits
Perks of Switching from a 403(b) to a 401(k) for Non-Profits Although there are benefits to having a 403(b) plan, there are also perks...
401k Plan Conversion Becomes Opportunity to Update Participant Data
401k Plan Conversion Becomes Opportunity to Update Participant Data 401k Plan Conversions are never simple. Changing Recordkeepers, adding Investment choices or switching Plan Advisors usually...
