Browsing Tag
401(k) Best Practices
836 posts
What Excites, Intrigues Ascensus CEO David Musto about the Industry?
What’s happening with sequence-of-return risk, inflation, and the possibility of more delayed retirements? There are few better to…
3 Critical Tips for Better Client Communication: Wealth@wor(k) 2022
Advisors who only focus on action-oriented clients risk widening the savings divide
More M&A: The Standard Will Buy Securian’s Recordkeeping Business
The newly combined business "will provide enhanced product offerings that will expand relationships with plan sponsors and distribution partners"
September Caps ‘See-Saw’ Third Quarter for 401k Trading
Half of the net outflows were from target-date funds, according to Alight
Mass Success? Empower Exceeds 90% MassMutual Participant Retention
'We would have similar expectations with respect to the Prudential migration effort,' says CEO Ed Murphy
OneAmerica, intellicents Collaboration Nets New Client Offering
intellicents advisory firm customizes offering to include two OneAmerica services, enabling plan sponsors to offload fiduciary liability while maintaining complete plan design flexibility
Two Self-Evident Steps to Retire with Dignity
Some say fiduciaries don’t know or care about TDF risk. That will change
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
DB Plan Households Spend More than Hybrid or DC Plan Households
New research finds many public sector plan participants have not adapted to a pension landscape that has significantly evolved over the last decade
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