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Fidelity’s DC Business Adds $90 Billion in 2021
Company announces significant growth across its multiproduct benefits platform, adding 1,900 clients and $146 billion in assets
5 Evolving Retirement Trends in 2022
Here’s a second helping of cherrypicked facts, trends and statistics taken from the Secure Retirement Institute’s recent Retail Retirement Reference Guide
Managed Account Providers Well-Positioned for Decumulation Wave
They can help participants make prudent, informed decisions related to withdrawals, according to Cerulli
Lincoln’s New Participant Website Designed to Drive Positive Outcomes
Company says the enhanced mobile-enabled digital experience features engaging, motivating resources that make it easy to take action and work toward financial goals
Roth Popularity Continues Rapid Rise
Plan Sponsor Council of America says Roth options are now in a record amount of 401k plans
January Top Advisor by Participant Outcomes (TAPO)—William Hackler
How Complacency Kills a 401(k) Business Will Hackler never sat around waiting for things to happen. Maybe it…
Most Common 401k Default Deferral Rate No Longer 3%—It’s Better!
Plan Sponsor Council of America’s 64th Annual Survey reveals that for the first time, 6% is now the most common deferral rate
Pooled Plan Filing Requirements Added to Form 5500
Form 5500 instructions have been amended to make clear that a pooled employer plan is a multiple-employer plan that files a single Form 5500 Annual Return/Report
How Income Solutions Help 401(k) Plan Participants, Sponsors, and Society
Resources from The Institutional Retirement Income Council can help plan sponsors overcome hesitation around offering in-plan annuity solutions
Biden Extends Student Loan Repayment Pause, Pushes Workplace Solutions
While borrowers now have until May 1 before they resume federal student loan payments, President Biden singled out employer student loan assistance programs as part of the issue’s solution