Financial Wellness Engagement Becomes a Family Event Financial Wellness engagement can be the key to a successful retirement plan. Financial Wellness engagement can occur in many different ways.  At ...

Third-Party Administration Firms Need to be Monitored Third-Party Administration firms are not all equal.  There can be significant differences in the results generated by different TPA firms.  Some times ...

Financial Wellness Program Category at 401kTV Chicago GENIE Awards Won by Brad Arends Financial Wellness Program category winner, Brad Arends, CEO of Intellicents is making a difference for plan ...

2019 401kTV GENIE Awards in Chicago 2019 401kTV GENIE Awards in Chicago, saw approximately 90 plan sponsors plan providers, and retirement plan advisors gather to discuss how technology is ...

  Auto-Enrollment For All Company Employees Auto-Enrollment can be a difficult feature to install in some company retirement plans. At the conclusion of a Plan Sponsor University (TPSU), Fiduciary ...

Investment Fiduciary Committee Responsible for Plan Assets Investment Fiduciary committee members accept a substantial amount of responsibility when overseeing the investment of retirement plan assets. Retirement plan fiduciaries who ...

Plan Design Moves the Retirement Needle Plan Design contributes to the success of every high performing 401k plan.  401k plan fiduciaries and trustees should make certain that the plan ...

Auto-Enrollment Sometimes Needs a Boost Auto-Enrollment is an engaging strategy used by 401k plan sponsors.  There are many different reasons that plan sponsors institute Auto Enrollment within a 401k ...

Retirement Plan Vesting Schedule Sends a Message  Retirement plan vesting schedules are highly visible to all plan participants.   Retirement plan vesting schedules are the one plan provision that all ...

Missing Participants in 401k Retirement Plan Missing participants can be a consistent area of concern for 401k plan administrators.  If a plan sponsor struggles with the time-consuming tasks associated ...