Browsing Tag
401(k) Plan Sponsors
137 posts
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
Show me the income: discover plan sponsor and participant preferences for creating retirement income.
Invesco’s new research examines the evolving role of defined contribution (DC) plans as the largest source of retirement…
SPARK Institute Releases Updated Cybersecurity Standards for Plan Sponsors and Advisors
Collaborative effort between recordkeepers and consultants leads to updated Data Security Best Practices and new Plan Sponsor & Advisor Guide to Cybersecurity to strengthen the retirement industry’s defenses against cyber criminals