Investing | May 13th, 2019 401(k) Participant Trades Favor Fixed Income in April For more than one year, 401(k) investors have been moving to safer investments, according to the Alight Solutions 401(k) Index.
Administration | April 15th, 2019 Retirement Plan Sponsors’ Interest in Retirement Income Is on the Rise 401(k) consultants and advisers offer insight on the sentiments they are seeing from plan sponsors and make suggestions.
Administration | April 2nd, 2019 401(k)s Have Made Significant Progress in Improving Participant Outcomes In honor of National Employee Benefits Day, Jason Grantz, with Unified Trust, discusses the progress made in the 401(k) industry...
Investing | April 1st, 2019 Lessons From 403(b)s When It Comes to LDI in DC Plans The analog of defined benefit liability-driven investing on the defined contribution plan side is the discussion of in-plan guaranteed retirement...
Products | March 13th, 2019 Cash Back Used Towards Retirement Savings? With EvoShare, employees can spend as usual at over 10,000 participating businesses and receive up to 20% cash back toward...
Participants | March 12th, 2019 Fixed Income Funds Took in Majority of 401(k) Participant Transfers in February However, it was a slow trading month, according to the Alight Solutions 401(k) Index.
Data and Research | March 11th, 2019 Researchers Find Bias When Retirement Funds Listed Alphabetically Retirement plan participants tend to select funds placed in the first positions on a list, so rather than ordering the...
Administration | March 6th, 2019 How to Mitigate Participants’ Savings Biases Experts discuss how plan sponsors can get participants out of retirement savings "ruts" and get them to engage more with...
Benefits | March 6th, 2019 Travelers to Help Employees Save for Retirement While Paying Down Student Debt Employee student loan repayments will qualify for 401(k) employer match contributions.
Participants | March 5th, 2019 Participants Say They Have the Knowledge, but Do They Use It? The majority of retirement plan participants surveyed said they have knowledge about their retirement plan and fees, but while the...
Products | March 4th, 2019 Pentegra Introduces 401(k) Program With SRI, ESG Focus The retirement plan provider is offering this program in partnership with Social(k) and LeafHouse Financial.
Data and Research | February 26th, 2019 Americans Say Lawmakers Don’t Understand Difficulty in Preparing for Retirement Eighty percent of Americans polled by the NIRS think the government should make it easier for employers to offer pensions,...
Ask the Experts | February 26th, 2019 (b)lines Ask the Experts – Can 403(b) Assets Be Transferred Into a New 401(k) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Data and Research | February 25th, 2019 401(k) Plan Costs Continue to Decrease While total plan costs have declined for most plan sizes, the latest 401k Averages Book continues to show smaller plans...
Compliance | February 22nd, 2019 Parties Reach Settlement Agreement in Anthem 401(k) Excessive Fee Case The case is notable for arguing that an investment that had only a 4 basis point annual fee could have...
Data and Research | February 11th, 2019 EBRI Reassesses Whether DC or DB Plans Are Better for Participants A new EBRI research report compares the outcomes of participants in automatic enrollment 401(k) plans versus defined benefit (DB) plans;...
Data and Research | February 8th, 2019 Majority of DC Plan Participants Express Retirement Readiness Confidence In addition, a majority of those polled by the Investment Company Institute (ICI) oppose changing key features of DC plans.
Data and Research | February 4th, 2019 Average Americans Really Don’t Understand 401(k)s and Financial Terminology Questions about tax rules, 401(k) basics and financial terminology account for about 63% of the questions Dream Forward’s AI chatbox...
Data and Research | January 31st, 2019 Q4 2018 Market Drop Did Not Deter 401(k) Participants Long-term 401(k) participation, savings and investing trends have also been positive, due in no small part to automatic plan features,...
Data and Research | January 24th, 2019 More Local Governments Should Adopt Financial Wellness Programs for Employees Among those that do offer financial literacy programs, 51% say workers increase their contributions to supplemental savings plans, 43% say...