Retirement plan participant activity during 2021 may surprise you.  Despite the ongoing financial and economic challenges related to the Covid-19 pandemic, retirement plan participant activity in defined contribution (DC) ...

401(k) plan annuities might be right around the corner for many participants.  New legislation under consideration on Capitol Hill is aimed at increasing access to lifetime income products in ...

Social Security Bridge options may be the best new idea for new retirees – since the last Social Security increase!  It can immediately make retirement readiness more of a ...

401k Auto Enrollment could become mandatory for many businesses.  Congress is currently analyzing a proposal for making 401k auto enrollment more than just an employer design option.  It may ...

Auto portability – a retirement plan solution designed to simplify small-balance 401(k) rollovers – may soon be more widely available.  Vanguard recently announced a partnership with Retirement Clearinghouse LLC ...

Lifetime income options are becoming a sought-after solution for retirement plans.  Lifetime income options have been a long time coming for workplace retirement plans.  For years, plan sponsors and ...

Retirement advisor satisfaction is not the same across all markets.  As pandemic uncertainty persists, plan sponsors are looking for additional guidance and expertise from financial advisor partners.  A new ...

Improved participant outcomes floats to the top of plan sponsors’ top priorities.  Goals also include plan participation, engagement, and fiduciary compliance. So says the second-quarter Principal Retirement Security Survey, ...

Managed Accounts are gaining respect among the plan sponsors looking for a more personalized Qualified Default Investment Alternative (QDIA).  Target date funds have been the (QDIA) of choice in ...

Working beyond normal retirement age has a dramatic impact on an employer’s costs.  But there is more.  Financial wellness programs help to deliver positive benefits for both employees and ...