Data and Research | September 14th, 2022 Social Security Fears Drive Early Benefit Claims Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Compliance | July 5th, 2022 Hopes Are High for Lame-Duck Passage of SECURE 2.0 One retirement industry policy expert says the conversations she is having on Capitol Hill make her optimistic that the ambitious...
Benefits | June 23rd, 2022 Balancing Business Needs and Participant Support Retirement plans must meet the needs of the participants invested in them, but they are also an important business tool.
Data and Research | May 12th, 2022 401(k) vs. 403(b): Different Paths to Retirement Readiness Studies find differences in 403(b) and 401(k) plan design and participant behavior, but both plan types are increasing in importance...
Participants | January 20th, 2022 Record-Low 401(k) Trading Seen in 2021 The Alight Solutions 401(k) Index shows net 401(k) trading activity for 2021 was 0.53% of balances, the lowest annual figure...
Compliance | June 2nd, 2021 Senators Introduce Enhancing Emergency and Retirement Savings Act It would allow retirement plan participants and IRA holders to take money out of their accounts tax-free.
Products | May 25th, 2021 FPS, iJoin Streamline Rollovers from 401(k)s to IRAs The automated service is for accounts that have $5,000 or less.
Participants | May 24th, 2021 How to Get Participants to Really Think Twice About Early Withdrawals Educating participants and offering them guidance on rollovers can substantially reduce loans, hardship withdrawals and cash-outs, experts say.
Products | March 23rd, 2021 Automated Force-Out IRA Processing Now Available from iJoin, PenChecks The firms say it can help employers, who won’t need to respond to as many inquiries from former employees about...
Products | December 1st, 2020 Plan Start-Up Fees Waived by ShareBuilder 401k Plans set up in December can also include an initial 401(k) contribution from the business owner.
Data and Research | September 29th, 2020 Retirement Savings Could Be Hit for Years as Result of Pandemic, Natixis Says Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic...
Compliance | September 28th, 2020 PSNC 2020: Retirement Plan Cybersecurity In light of a lack of guidance from the DOL on how sponsors should protect their plans from cyberattacks, speakers...
Products | August 27th, 2020 FinFit Savings Program Enables Company Match Employers can match up to 100% of employees’ contributions.
Products | August 14th, 2020 Northshire Selects 401GO for Chambers of Commerce Platform The partnership with the recordkeeper will focus on the firm’s National Chamber of Commerce Micro Market Solution.
Data and Research | August 4th, 2020 Participants Maxing Out Their 401(k) Remain Confident But those who fall short on saving are experiencing financial stress.
Compliance | December 5th, 2019 Most 401(k)s Embrace New Hardship Rules According to PSCA, relatively few sponsors have seen participants taking out excess hardship withdrawals.
Data and Research | August 26th, 2019 2019 PLANSPONSOR Defined Contribution Survey Open Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest...
Deals and People | August 2nd, 2019 Capital One’s All-ETF Digital 401(k) Business Spins Off The focus of the newly independent ShareBuilder 401k will be on expanding coverage among small companies, says its president.
Administration | June 7th, 2019 PSNC 2019: From Engagement to Action A self-professed “ERISA nerd” looks beyond the rules and regulations to ask what plan sponsors can do to promote genuine...
Data and Research | May 9th, 2019 Fidelity Analysis Shows Advantage of Long-Term Investing for Retirement In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances...