Smart Digital Design can be used to improve retirement plan participation rates and participant savings rates.  Enhancing a 403b or 401k plan via smart digital design improves voluntary enrollment ...

Financial Wellness Programs Get Boost with Education Financial wellness programs are continuing to look for ways to reflect their value-add.  Then, the plan sponsor needs to understand the value ...

401k Plan Participation Rates Indicator of Plan Success 401k plan participation rates are a statistic that all plan fiduciaries should be monitoring regularly for their own company retirement plan.  ...

Plan Design Strategy Makes Impact Plan Design strategy needs to be well thought-out to reap results. 401k plan fiduciaries and trustees need to be certain that the retirement plan ...

Profit Sharing Plan Contribution Not Appreciated Profit sharing plan contributions can fall outside of what many employees think of when they think of traditional employee benefits. Some companies choose to ...

Retirement Plan Advisor Role Working with a TPA Retirement Plan Advisor relationships are important to the success of a strong tax-qualified retirement plan.  It is also very important that ...

Cybersecurity Breaches a Concern for Plan Participants  Cybersecurity breaches are on the rise.  401k plan cybersecurity breaches should now be a front-burner topic for 403b and 401k plan participants. ...

Technology-Driven Employee Benefits Improve Outcomes Technology-driven employee benefits are changing the way employers view and manage benefits.  Technology is by nature disruptive and technology-driven employee benefits can translate into ...

  Auto-Enrollment For All Company Employees Auto-Enrollment can be a difficult feature to install in some company retirement plans. At the conclusion of a Plan Sponsor University (TPSU), Fiduciary ...

Secure Act Changes for Plan Sponsors and Participants Secure Act changes are now a reality for retirement plan sponsors and plan participants.  The Setting Every Community Up for Retirement ...