Browsing Tag
401(k) Best Practices
836 posts
Higher Default Savings Rates Lead to More Retirement Contributions
Recent findings by industry leaders David Blanchett, Michael Finke, and Zhikun Liu explore the relationship between default savings rates and investment decisions
Nearly Half of U.S. Workers Are Financially Unstable: Edward Jones
While almost all Americans believe financial wellness to be important, 43% said they feel financially unstable
The Important Task of Determining Participants’ Life Status
How advisors can help plan sponsors deal with the uncomfortable issue of deceased participants
Women Advisors Prioritize Helping People Over Compensation
Understanding motivations, hurdles and success factors key to recruiting and retention, finds new survey and whitepaper from OneAmerica
Auto Portability Consortium Adds Empower
Launched last fall, the Portability Services Network also includes major recordkeepers Fidelity, Vanguard and Alight Solutions
Market Fears Can Spur Investor-Advisor Relationships
With many fearing an incoming recession, investors and advisors can utilize this time to prepare a plan for short- and long-term savings needs
More Women Concerned on Ability to Retire than Men
A Mercer study finds the ability to retire is the second-highest concern from women, compared to placing fifth for men
BoA ‘401(k) Participant Pulse’ Report to Track Participant Confidence
The new reports from BoA will track 401(k) plan participant confidence to assess what trends are impacting retirement planning and financial wellness
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
More takeaways from last weekend’s Viking Cove Institute event in Carlsbad, Calif.
BrightPlan Releases Data-Driven Financial Wellness Platform
The app guides employers throughout different areas of financial wellness, from DEI strategies to retirement support