Research – Plan Optimization

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 ...

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 ...

Hi, my name is Steff Chalk and I’m executive director of The Plan Sponsor University and 401ktv. I’m here today to talk about the role of the Chief Retirement ...

Cyber Security was a Hot Topic at TPSU Fiduciary Training Program. Plan sponsors now have more responsibility when it comes to Fiduciary Duty.  Cyber security is now elevated to ...

Currently, 401(k)s and HSAs (health savings accounts) are treated as two siloed employee benefits. However, looking at them instead as complementary offerings could be a win-win for employers and ...

Customized retirement plan communications pack a bigger punch. When it comes to communicating the benefits of an employer-sponsored retirement plan, one size does not fit all. Each generation has ...

401(k) Request for Proposal: Best Practice Q&A Column. To invite, or not to invite the incumbent to the finals presentation… Question to an RFP Expert: Our committee runs a ...

From the founders of Waze which help drivers find the best routes with less traffic comes a new fee comparison tool that helps advisors determine if they should be ...

Menu Design Needs Process Heavy Approach.  As a result of the DOL fiduciary regulations, advisors will be required to act as a fiduciary to retirement plans. Consequently, the industry ...

Four Tips for More Impactful Participant Communications The key to successful retirement plan participant education and communication programs? Keep them simple and relatable. Easier said than done, perhaps. Employees ...