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Plan Sponsors

5 Lessons To Help Convince Those Who Could Afford It To Defer Claiming Social Security

    5 Lessons To Help Convince Those Who Could Afford It To Defer Claiming Social Security

Here are five relevant lessons 401k plan sponsors can ask their service providers to show during employee education meetings.

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Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

    Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.

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3 Key Concerns 401k Plan Sponsors Want To Address Continually

    3 Key Concerns 401k Plan Sponsors Want To Address Continually

Fad topics come and go be a certain set of 401k concerns remain the same. What are they and why do they motivate plan sponsors?

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The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

    The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

Plan sponsors can benefit from motivated employees, and the 401k plan is a tool to achieve this motivation. What precisely can plan sponsors offer in addition to the usual company match to make their 401k plan more enticing, more attractive, more motivating?

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What’s Better Than a 401k for Solopreneurs?

    What’s Better Than a 401k for Solopreneurs?

Just because you don’t have a fiduciary duty to other employees doesn’t mean you shouldn’t continue to think like a fiduciary.

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Gamification Tips for 401k Education

    Gamification Tips for 401k Education

Before you scorn the use of badges, remember, the company match is the ultimate badge. If you meet a minimum savings goal, the company awards you a “badge” of a matching contribution.

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What Fiduciaries Learned About 401k Retirement Saving Over These Last 12 Months

    What Fiduciaries Learned About 401k Retirement Saving Over These Last 12 Months

Because things happened so fast, everyday folks could see in real time how long-term financial systems unfold. In the end, this may have been the greatest lesson of all, and it came courtesy of living in the real-world economic laboratory that was 2020.

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Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

    Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

You might think you can ignore PEPs. And you might be in for a surprise.

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3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

    3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

In the end, though, you must remember the PEP is brand new. Not all offerings will offer the same advantages. Some may be designed specifically to forego one advantage to emphasize another.

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Plan Sponsor Primer: How is an Open 401k MEP/PEP Different From a Stand-Alone 401k Plan?

    Plan Sponsor Primer: How is an Open 401k MEP/PEP Different From a Stand-Alone 401k Plan?

Only time will tell, but the smart money is that open 401k MEP/PEPs are a game-changer. Are you planning to sit on the bench or are you suiting up and getting ready to wade in?

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