Participants

Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to help employees achieve positive financial outcomes.

Encouraging participants to engage more with the retirement plan requires targeted communications, using incentives and leveraging technology, according to expert panelists.

Plan sponsors can consider plan conversions, similar to what IBM has done, hibernation or different investment strategies to reduce risk without transferring it.

Speakers at the Milken Institute’s 2024 Global Conference discussed ways the industry can address longevity issues, access to retirement savings, economic inequality and more.

The current crop of 65-year-old Boomers, particularly among women and those without higher degrees, will struggle to maintain a working lifestyle, according to the Alliance for Lifetime Income.

Employers should encourage younger workers to build emergency savings before contributing toward the company match and paying off student debt, says author Anne Lester.

Low- and moderate-income workers understand the importance of establishing emergency savings accounts and want options, research finds.

Vermont said the state will negotiate an agreement this year to help establish the new program, VT Saves.  

The cost of a plan amendment to allow safe harbor and true-up contributions prompted Great Lakes Management Co. to allege USI Consulting Group acted negligently.  

Washington Saves is scheduled to debut in 2027, with the state joining 18 others that have created retirement programs for private sector workers, while Rhode Island lawmakers debate...

The transaction, completed with F&G Annuities & Life, is Unisys' sixth since January 2021, totaling nearly $2 billion.

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

A California federal judge’s ruling in an ERISA lawsuit against Molina Healthcare provides a window into this court’s thinking on ERISA lawsuits and clues to winning plan sponsor...

Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into retirement income.

The Council for Economic Education offers lessons related to the annual NCAA basketball tournaments to help engage students on economics and personal finance.  

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.

A plan sponsor and industry advisers discuss tactics for engaging participants with financial education programs.

Workplace financial wellness needs to be more than just a retirement account, according to experts at PLANSPONSOR’s Roadmap livestream event.

T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s and 403(b)s; and more.

Michigan-based Dawn Foods Inc. changed its contribution matching formula to increase the total and reduce participants’ confusion.