Employee Education Tools You Can Use. If your organization offers different types of benefits like a traditional 401(k), a Roth 401(k), and a health savings account (HSA), your employees might ...

Fidelity Plan Sponsor Survey: Nearly 40% Seeking New Advisors. Retirement plan sponsors can reap many benefits from working with an advisor. And for the most part, the sponsors who do ...

Betterment: Retirement Plan Advice Delivery, Room for Improvement. Retirement plan participants want financial advice, but they may not be getting it at all, or they’re receiving it in ways that ...

NEPC: Plan Fees Flat, But Buyer Beware. For the past seven years, defined contribution (DC) plan recordkeeping, trust and custody fees have been declining steadily year over year. That is, ...

Mutual Fund Assets Two Thirds from 401k Plans and IRA. The Investment Company Institute (ICI) recently issued an FAQ highlighting important facts about 401k plans. Overall, participant directed retirement ...

Employee Benefits – Employer Matching Contributions Are on the Rise. After going on hiatus following the financial crisis in 2008, employer matching contributions are making a comeback, and they’re on ...

GAO Report – Phased Retirement Programs are Lagging – The Government Accounting Office (GAO) was asked by the U.S. Senate Committee on Aging to review the current state of phased ...

Perhaps adding fuel to the fire, the Wall Street Journal (subscription required) highlighted the rash of lawsuits filed against 401k and 403b plan sponsors and providers. With lawsuits now ...

While it might be sacrosanct to even mention that lawsuits might actually be benefiting defined contribution plan participants like the recent Pension & Investments editorial suggested, it’s hard to ...

Mixed Investing Isn’t a Bad Idea Mixing Target Date and Other Funds Isn’t a Bad Idea Mixing Investing Can Work, for Some Participants Is it possible, and practical, for ...