Top 4 Retirement Planning Areas Where Participants Want Help
'We experienced tremendous stress in our work and home lives this past year that highlighted the importance of financial wellness'
Health Savings Account Distributions / Contributions Declined in 2020
'As individuals become more familiar with HSAs, they are using the accounts more as designed'
The Strong Case for Lifetime Income in Retirement Plans: 2021 NAPA 401k Summit
'You insure your car, house, and now you insure against outliving your assets'
401k Participants Want Guaranteed Income Options: 2021 NAPA 401k Summit
They are ready to act once a guaranteed lifetime income investment option is available in their retirement plan
Difficult Discussions About 401k Industry Diversity: 2021 NAPA 401k Summit
‘We see demand increasing for diversity and inclusion in our workforce’
Episode 34: Retireholi(k)s’ Resident Nerd Chad Johansen on the Biggest Challenges for TPAs and 401ks Advisors
Chad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its…
‘Enormous Impact’ of Retirement Legislation Now in Washington: 2021 NAPA 401k Summit
‘Enormous Impact’ of Retirement Legislation Now in Washington: 2021 NAPA 401k Summit
Junk the Jargon: 8 Common (and Confusing) 401k Terms
Understanding and dropping industry jargon in enrollment and education meetings might make advisors feel smart, but it also…
‘Plan Fiduciary’ Ordered to Pay $42 Million in Case Lasting Decades
An investigative and legal pursuit that spanned almost two decades ended last week when the Department of Labor…
Episode 33: Anthony Scaramucci on Bitcoin, Baseball, Bill Hader Impressions, and the Upcoming SALT Conference
Anthony Scaramucci discusses Bitcoin in 401(k)s, SNL roasts, and the in-person SALT conference on this episode. Bitcoin’s place…