The Important Task of Determining Participants’ Life Status
How advisors can help plan sponsors deal with the uncomfortable issue of deceased participants
Dialing Up the Intensity of Missing Participant Searches
Understanding how (and when) to increase the intensity of a missing participant search is vital to fulfilling a plan sponsor’s fiduciary duty
The Big Shift Towards Auto Portability
Tom Hawkins details two very recent, tectonic shifts toward the system-wide adoption of auto portability
2022: A Most Consequential Year for Retirement Savings Portability
Tom Hawkins provides a rundown of key events during the past year that have helped to positively shape the future of retirement savings portability
Webinar Showcases Extraordinary Industry Alignment on Auto Portability
How (and why) recordkeeping rivals have joined forces to align around a common cause
Why DEI and ‘Traditional’ Automatic Rollovers Don’t Mix
Combining effective education and assistance can go a long way toward making an automatic rollover program more DEI-friendly
How 401k Consultants Miss the Automatic Rollover Mark
401k plan consultants know that the name of the game is improving participant outcomes, and their ongoing efforts are commendable
401k Plans: An Ongoing Public-Private Partnership That Works
While the initial role of policymakers in facilitating 401k plans was accidental, follow-on policies were more intentional
3 Ways 401k Plan Sponsors Can Boost Participant Awareness
Plan sponsors who follow these steps will generate quantifiable results
Why Missing 401(k) Participants Are So Misunderstood
When the problem of missing participants is reduced, everyone stands to benefit