4 Notable Themes from the LeafHouse National Retirement Symposium
Latest 401(k) News
WIPN Celebrates 15 Years
Wealth@wor(k): AI in Wealth and Retirement, Guaranteed Income, and a Big Announcement
Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
Millennials Set to Inherit Majority of Assets in Great Wealth Transfer
The Standard Partners with Family First to Offer Caregiving Support
Alicia Munnell to Step Down as Director of CRR at Boston College
Featured 401(k) News
Retirement Plan Providers Honored for Best Plan Sponsor Website Experience
Wealth@wor(k) Heads to San Antonio
Corporate Roundup: Corebridge Launches Annuity Feature, PGIM Brings in Leader
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401(k) Specialist Podcast
Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
Fresh Off the Press – Read the Latest 401(k) Digital Edition
Defending the 401(k)
How the workplace retirement industry is punching back at a surge of criticism
1PROFILES IN PARTICIPANT OUTCOMES
Our first case studies of 2024 focus on how Vestwell helped a California-based electrical contractor build a retirement plan that would differentiate it from competitors while closing the retirement savings gap; and how Northshire Consulting’s Brian Williams has carved out a niche in the local small plan market by becoming the benefits “point person” for his clients.
2BEST PRACTICES:Addressing the Racial Ethnicity Participation Gap: It’s More than Demographics
David Blanchett explores reasons behind the lower retirement plan participation rates of Black and Hispanic workers.
3PRODUCTS: How Younger Generations are Taking Advantage of HSAs
As in earlier solutions like auto features and target date funds, proactively providing innovations like retirement income show retirement plan decision makers are thinking ahead about what participants really need.
4REGULATION: The Future of Social Security with Biden or Trump
2024’s presidential candidates have expressed different takes on how to tackle the massive program’s looming budget shortfall.
The 2024 Game Plan for In-Plan Annuities
Providers say working strategies now in place for guaranteed income solutions to start winning over meaningful numbers of 401(k) participants.
Bridging the Gap:
Staring down the retirement industry’s biggest challenge
The problem—and the opportunity—facing advisors staring down the retirement industry’s biggest challenge: Americans who lack access to 401(k) at work.
DC’s Fiduciary Pulse:
The crucial role independent ERISA attorneys play
To help them protect defined contribution retirement plans, independent ERISA attorneys keep a finger on the pulse of policy developments in Washington, D.C.
Best of the Rest – 401(k) News
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