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...
Research
Considering a New 401(k) Provider? Tips for a Successful Switch
Making the switch to a new 401(k) service provider has the potential to significantly improve retirement outcomes and plan performance while reducing plan costs. While...
Despite Their Popularity, Target Date Funds May Not Suit All Participants
While target date funds (TDFs) continue to be among the most popular investment choices for 401(k) participants, mounting evidence suggests these default investment options may...
Adapting to Changes in Retirement Planning and Wealth Management
There is a necessity for adaptability, collaboration, and proactive strategies amid the changing landscape of retirement planning and wealth management. The landscape of retirement planning...
Retirement Advisor Specialists Make Knowledgeable Contributions
Retirement Advisor Specialists Make Knowledgeable Contributions Make Knowledgeable Contributions Retirement Plan Advisors make knowledgeable contributions to plan sponsors seeking guidance for their DC plans....
Impactful People in the 401(k) Industry Making a Difference
Impactful People in the Retirement industry are creating positive change! Do you know who they are? Fred Barstein has authored the list of the 10...
Job Growth Slows as U.S. Employers Added Only 315,000 New Jobs in August
Job growth slowed considerably in August. At the same time the U.S Department of Labor reported the jobless rate rose to 3.5% from 3.7%. The...
401(k) Participation Rates High, But Employers Have Work to Do
The majority of eligible employees participate in a 401(k) plan, but there’s room for improvement. So says the 2022 Financial Life Benefits Impact Report from...
Retirement Plan Goals Include Improved Outcomes and Retention
Retirement plan goals are converging around a very narrow alignment. Plan sponsors’ top priorities include improving retirement outcomes, plan participation and engagement, and fiduciary compliance....
Retirement Planning Advice a Must-Have for Workers
Retirement planning advice is not one-size-fits-all. And it’s no secret that workers have struggled to go it alone since the advent of the 401(k) some...
