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Tag "retirement"

How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets

    How 401k Plan Sponsor Fiduciary Liability Changes When Retaining Retiree Assets

Once a person enters retirement, the number of scenarios proliferate. Unless the plan sponsor is a financial professional, it’s going to be a challenge to quickly comprehend all these options.

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How Can 401k Plan Sponsors Best Prepare Employees For Post-Retirement Complexity?

    How Can 401k Plan Sponsors Best Prepare Employees For Post-Retirement Complexity?

This isn’t to say younger employees should be left out of this type of education altogether. They shouldn’t. It’s important the message is drip, drip, dripped from the beginning of the onboarding sequence.

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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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The 401k Fiduciary Dilemma: More Participation Or More Savings?

    The 401k Fiduciary Dilemma: More Participation Or More Savings?

The mistaken promise of participation may have an all-too-familiar ring to corporate retirement plan veterans.

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What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

    What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.

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Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

    Exclusive Interview: Phyllis Borzi on the SECURE Act, Target Date Funds, and “Discredited Disclosure”

“That is one of the key weaknesses of the SEC’s Reg BI. It allows brokers to claim they are working in an investor’s best interest without being held to a legal duty of loyalty”

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How Can 401k Plan Sponsors Make Employees Aware of Age-Based Social Security Risk

    How Can 401k Plan Sponsors Make Employees Aware of Age-Based Social Security Risk

If plan sponsors want to alleviate retirement angst among plan participants, they need to ensure they provide full transparency regarding factors that extend beyond the plan. Plan sponsors have an obligation to explain their retirement benefits within the context of these outside factors.

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Plan Sponsors Have This Fiduciary Duty to Structure 401k Plans to Reduce the Harm Market Inefficiencies Pose to Plan Participants

    Plan Sponsors Have This Fiduciary Duty to Structure 401k Plans to Reduce the Harm Market Inefficiencies Pose to Plan Participants

Despite the better intentions of finance professors a generation ago, the market regularly fails the efficiency test. The scary reality is not a question of what degree of market inefficiency exists, it’s that market inefficiency exists at all. And that can harm investors.

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What Can 401k Plan Sponsors Do to Discourage Unnecessary Premature Retirement Plan Withdrawals?

    What Can 401k Plan Sponsors Do to Discourage Unnecessary Premature Retirement Plan Withdrawals?

The good news is 401k plan sponsors don’t need to treat this as a solo act. They’ve already got a team of hired hands to help them.

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How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud?

    How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud?

Plan sponsors – or, more specifically, the companies plan participants work for – may be placing employees in a far greater cyber-vulnerable position than they realize.

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