Sponsors should invest the time to confirm that their plan’s call center strategy fulfills the reason that they have a call center.
Congratulations to this year’s crop of PLANSPONSOR of the Year winners and finalists!
The age group with the most investable assets is 55 – 64 years, with $16 trillion.
Do you own a pet, and what would you sacrifice to pay for an emergency pet expense?
Summaries of the latest news from Washington and the courts.
Smarter Social Security and DC plan withdrawal optimization.
Considering the funds’ capabilities, why aren’t plan sponsors listening?
PBGC premiums are high, but there are ways to control them.
Will the financial fragility of retirees increase?
Boomers will rely more on retirement income drawn from DC plans.
Electronic recordkeeping raises concerns.
DOL continues ping pong on social investment issues.
Index Fund Usage Increases in 401(k)s Percentage of plan assets in index funds 2006 2015 >$10mm – $50mm 8.1% 14.4% >$50mm – $100mm 10% 16% >$100mm – $250mm 12.3%...
Participants may elect a different percentage than taken from their pay.
The choice of plan design elements adopted by plan sponsor nominees slowly evolves each year and acts as a bellwether for retirement plan growth overall.
Honoring the winners of the nine categories of plans: five segments of corporate 401(k); two segments of nonprofit DC; public DC; and TRO.
Before selecting a new recordkeeper, plan sponsors need to gain a good understanding of the processes and procedures that providers would bring to their plan.
The programs that employers offer their workers, for the most part, do not speak to each individual’s particular situation.
Considering participants who want to save the maximum to their 401(k).