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Tag "401k"

Why Are 401k PEPs Growing At A Slower Than Expected Rate?

    Why Are 401k PEPs Growing At A Slower Than Expected Rate?

There’s a fear that those rushing to promote their own PEPs are merely trying to return to the bundle service provider environment the industry evolved away from more than a decade ago. This makes due diligence all the more important.

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Why Aren’t 401k Plan Participants Getting What They Ask For?

    Why Aren’t 401k Plan Participants Getting What They Ask For?

More sophisticated plan participants who can afford to hire their own adviser. They don’t ask more from the plan. They ask for less, in hopes of gaining more control over their own destiny. For a variety of reasons, this isn’t as easy as some participants would like it to be.

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What Are 401k Plan Sponsors Talking About Right Now?

    What Are 401k Plan Sponsors Talking About Right Now?

Just as these changes come bearing down, so, too, does a need for greater hand holding. Pressures within the provider industry, however, appear to be reducing the number of available hands.

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How 401k Plan Sponsors Can Help Employees Look Forward To Retirement

    How 401k Plan Sponsors Can Help Employees Look Forward To Retirement

This doesn’t mean you shoot haphazardly for the stars when you can have the moon. After all, you’ve got to know your limitations. Seeking unreachable goals will only make your retirement seem hollow and pointless.

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Exclusive Interview: Robert Weiss Says We’ve Become ‘A Nation Of Watchers’

    Exclusive Interview: Robert Weiss Says We’ve Become ‘A Nation Of Watchers’

You probably need three to five to 10 videos for each one of those topics or personas that you have. You might have one topic that somebody who is in their early twenties versus their early fifties, is looking at very, very differently.

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401k Education Without Walls And Beyond Boundaries

    401k Education Without Walls And Beyond Boundaries

It’s been around for a while, but NetFlix et al have made ‘binge-watching’ a social norm. Is this habit about to trickle down into 401k education and financial literacy in general?

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The Good, The Bad, And The Ugly On Annuities In 401k Plans

    The Good, The Bad, And The Ugly On Annuities In 401k Plans

If the numbers don’t add up for annuities (or anything else, for that matter), where is the demand for these products coming from?

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Are Fiduciary Risks Worth Putting Commodities In Retirement Plans?

    Are Fiduciary Risks Worth Putting Commodities In Retirement Plans?

There’s not a sin in listening to radio shows sponsored by those selling gold and silver. It’s quite another thing to actually act on their “recommendation.”

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Fiduciary Challenges For Merging 401k Plans

    Fiduciary Challenges For Merging 401k Plans

If you’re a fiduciary of the acquiring plan, you want to make sure you’re not burdened with any unknown liabilities. If you’re a fiduciary of the acquired plan, you want to make sure the merger process doesn’t introduce new liabilities.

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401k Fiduciary Focus: How Does Risk Tolerance Harm Retirement Savers?

    401k Fiduciary Focus: How Does Risk Tolerance Harm Retirement Savers?

What would it take to realize the fiduciary liability of overtly using “risk tolerance” metrics? And what can 401k plan sponsors do about it?

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