Basic Members
401k Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education
If you are responsible for 401k participant education or in any form of employee-based financial literacy program, you may want to adopt methods used by others who teach adults.
Exclusive Interview: Ron Rhoades Warns Millennials Still Afraid Of Stocks And Suggests What To Do About It
The 2020 Frankel Fiduciary Prize Award winner leaves nothing untouched on this wide-ranging interview that will amaze and delight you.
What Can Plan Sponsors Do To Bring Employees Up To The Optimal Deferral Target?
Aside from pep talks and infusing it into their corporate culture, don’t forget that much of what is needed can be built right into the plan.
5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure
All these strategies can be employed today and have proven themselves effective. It’s unclear that disclosing projected retirement income will provide the kind of incentive that will work.
To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary
If a fiduciary must vote proxies, following the DOL’s guidance may represent the most practical alternative.
Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals
It’s fun to talk about “risk” and “return” because these are measurables and people are comfortable with the tangible world. But none of that touches upon what really matters. Worse, it can distract you from achieving what you want most.
So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It. This is What You’ll Learn at the 2020 401k MEP/PEP Conference
Reports say the DOL expects 3,200 registered PPPs when PEPs become effective next January. Do you expect to be one of them, or will you be working for someone else?
Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu
Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.
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