My daughters have been receiving an allowance since they were each around 4 years old. It gets divided three ways: spend, save and give. “Spend” and “save” are fairly obvious....
Determining which recordkeeper may be best for your plan has become more challenging, because many of the small players that worked in niche markets have consolidated. This means that...
Surveys reveal that many adults struggle with basic finance such as how to budget, pay off debt and, generally, how to build savings. At the same time, one often...
Highlights of BrightScope’s proprietary research
Summaries of the latest news from Washington and the courts—what’s coming,
what’s contemplated and what’s critical for plan sponsors to know
With environmental, social and governance (ESG) investing generating considerable conversation around the financial industry, it was inevitable that exchange-traded funds (ETFs) would take part in the trend. Of the...
Roughly four in five retirement plan participants said it would be at least somewhat useful to have additional information about investment fees, according to research from The Pew Charitable Trusts.
The debt crisis in the U.S.
Though not a required contribution, defined contribution (DC) plan sponsors may want to offer a true-up match to help participants maximize their savings for the year.
While the deadline for adopting a new safe-harbor 401(k) plan was on October 1, information about the plan design will help employers plan for future years.
Some communications with terminated participants are required by law, but plan sponsors can take this farther—from offering the opportunity to repay loans to invitations to social events.
Over the last several years, financial wellness programs have become an evolving best practice for employer retirement plans. The ability to provide a robust program is becoming increasingly crucial,...
A Callan Institute report makes suggestions for size, staffing and training for investment and administration committees.
Which recordkeeping services are worth the extra cost?
Excerpts from our proprietary research results
Best of PSNC
Best of 2017 PLANSPONSOR National Conference events attract plan sponsors and retirement plan advisers across the country
A stock plan can boost participants’ financial wellness
Today’s market regime stresses the sponsor/manager relationship
DB Plan Q&A
ERISA mandates DB plans to make certain disclosures
Committee members need to issue an RFP for an outside fiduciary
Receipt of valued items must comply with ERISA
A plan sponsor introduces ESG as an option to manage retirement assets