Browsing Tag
401(k)
3585 posts
Nearly Half Say Pandemic Has Eroded Ability to Save for Retirement
Close to half of American workers say the COVID-19 outbreak has had a negative impact on their ability…
Top 10 401k Plan Loan Myths, Misdirections and Misrepresentations
On Tuesday, February 16th, I listened to an Employee Benefits Research Institute webcast on financial wellness. The speakers…
9% of 401k Participants Took a CARES Act Distribution in 2020
With 2020 now (thankfully) disappearing in the rearview mirror, we’re starting to get a better look at how…
One Simple Trick to Radically Boost Financial Wellness
As a 401k plan sponsor, how would you like to radically boost your participants’ financial wellness, increase your…
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
SMB Market 401(k) Provider Completes $105M Series C After Breakout Year
San Francisco-based Human Interest, a 401(k) provider catering to small- and medium-sized businesses, has effectively doubled its valuation…
Biden’s DOL to Implement Trump Fiduciary Rule
The Department of Labor announced that it will allow a Trump-era exemption for investment advice fiduciaries to move…
ESG Needs Financial Metrics for Participant Sustainability
ESG investing is certainly rapidly catching on in the United States; a trend that is highly likely to…
Why Recent CAA Legislation is a MAJOR Opportunity for 401(k) Advisors
The Consolidated Appropriations Act of 2021, signed into law at the end of December, brings significant changes with…
6 Steps for 401k Fiduciaries to an Effective ERISA RFP
One of the most important responsibilities of plan fiduciaries is hiring the right service providers. These providers must…