Plan Optimization Research

Dear Prudence: Why Your Fund Selection Process Matters

Fund Selection Process

Dear Prudence: Why Your Fund Selection Process Matters. A recent article from the Connecticut Post on how a 401(k) plan’s fund lineup gets selected asks some compelling questions off the ...

Read More »

HSAs and 401ks: a Winning Combination

HSAs and 401ks

HSAs and 401ks: A Winning Combination. Employers are recognizing that health savings accounts (HSAs) and workplace retirement savings plans are no longer “siloed” benefits. In fact, both can work very ...

Read More »

401k Re-Enrollment Requires More Education

401k Re-Enrollment Requires Even More Education. Auto-enrollment for employees continues to trend upward for 401k and 403b plans. However, automatic re-enrollment still lags behind.  The Benefits and HR manager of ...

Read More »