Financial Independence Makes Workers Think Differently by Robyn Kurdek Financial independence seems elusive for many Americans.   With the right mindset and some money-saving steps, financial independence does not need ...

Are Student Loan Repayment Benefits Available for Any and All 401(k) Plans? by Mike Bourne, AIFA Short answer is, “Not, yet.”  The Internal Revenue Service (“IRS”) released a Private ...

Improve the 401k – Move from Manual to an Automated Deferral Process. At the conclusion of The Plan Sponsor University (TPSU) Program at University of California Berkeley, Fred Barstein, ...

T. Rowe Price: Default Deferrals and Participant Savings Rates on the Rise. Pre-tax deferrals and automatic deferral rates are reaching new highs, according to new data from T. Rowe Price. ...

More Fiduciaries, More Litigation Exposure for Plan Sponsors. Increasingly, retirement plan sponsors are being sued by plan participants and/or investigated by the DOL for breach of fiduciary duty under ...

  Joint Statement of The Retirement Advisor University, Inc. and Timothy Kelly and ForexTV The Retirement Advisor University, Inc. and Timothy Kelly and ForexTV are pleased to announce that ...

Market Madness Got Your Participants in a Panic? Be Proactive! Unless you’ve been living under a rock, you’ve probably noticed the stock market has been, well, kind of volatile these ...

Aging Workforce: Three Proactive Ways to Help Older Employees Thrive, from 401kTV.  Type the words “aging workforce in America” into the Google search bar, and about 1.6 million results ...

Sponsors: Retirement Plan Trends to Watch in 2018. A recent article in the Central Penn Business Journal spotlighted retirement plan benefits trends that sponsors should watch for in 2018. In ...

Plan Sponsors: What You Should Know About the New Tax Bill. With the passage of the recent tax reform bill, here’s a breakdown of what employers need to know about ...