Browsing Tag
401(k) Plan Sponsors
139 posts
Why Digital Recordkeepers are Poised to Disrupt the Retirement Plan Market
Retirement Planscape report from Escalent identifies plan sponsor pressures, ranks likelihood of which digital recordkeeper firms they will consider for their 401(k) plan in the next 12 months
5 Tips for Documenting Missing Participant Searches
Tom Hawkins provides prudent guidance to help plan sponsors better document their missing participant search efforts
Plan Sponsors Are More Involved with Retirement Planning in 2023
A new survey by PGIM shows seven in 10 plan sponsors believe they are taking action in solving the retirement income challenge
Merging Seven Plans Into One
The OneDigital team faced an ultimate task: create and design a cohesive retirement plan for 1,800 participants by January 1.
2023 NAPA 401(k) Summit: What Do Plan Sponsors Really Want
CFOs and HR directors spoke on their workplace plans and what they need from plan advisors now
The Important Task of Determining Participants’ Life Status
How advisors can help plan sponsors deal with the uncomfortable issue of deceased participants
Ubiquity Announces Record-Breaking Growth in 2022
Ubiquity Retirement + Savings says it exceeded numbers in its financial advisor, plan sponsor, and TPA relationships last year.
Despite Big Concerns, Plan Sponsors Know They Need Lifetime Income Options
New study shows most 401(k) plan sponsors open to income options despite significant concerns
Strategic Asset Decumulation: The Key to Predictable Lifetime Income for Participants
Mindy Zatto of Strategic Benefits Advisors explains why and how plan sponsors can help participants efficiently transition to decumulation
Your 7-Point Year-End Retirement Checklist
Here’s seven things advisors can remind plan sponsors they need to have on their “to-do” list prior to the end of the year, courtesy of Innovest’s Frank Cornett and Dustin Roberts