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…
Does The ‘Great Resignation’ Make Auto-Portability’s Case?
If ever there was a time—and need—for auto portability, this may be it. According to Bankrate’s August 2021…
COVID Pandemic Has Been Very Good for Global ESG Adoption
The coronavirus pandemic has been very good for global ESG, acting as a catalyst for the adoption of…
Fidelity Investments Goes on a Major Hiring Tear
Fidelity Investments, the nation’s largest recordkeeper, today announced the creation of 9,000 new jobs across the United States.…