Browsing Tag
Coronavirus (COVID)
287 posts
Reports of Social Security Scams on the Rise
There has been a significant rise in Social Security-related scams, reports the Senate Special Committee on Aging. With…
More than Half of Businesses Sought Paycheck Protection Funds
The size and scope of the Paycheck Protection Program (PPP) is coming into sharper focus, with some 56…
A Critically Important Comparison of 401k Plan Performance
Compare the Q1 carnage to what’s happened over the past decade in retirement plan saving and investing and…
5 Key Insights from PwC’s Latest Employee Financial Wellness Survey
Understandably given current events, this year’s PwC Employee Financial Wellness Survey takes a different tone than in prior…
401k Trading Keeps Calm, Carries On
401k participants surprised many with their volatile response to the viral pandemic, vastly increasing trading during much of…
Automatic 401k Plan Features Proved Themselves in Market Meltdown
Score one for the “auto” revolution. Automatic plan features helped millions of 401k participants adhere to their financial…
DC Plan Response to CARES Act Varied by Industry, Recordkeeper
“The response of defined contribution plan sponsors to the CARES Act was primarily influenced by the industry they…
The First Casualty of Any Crisis
A crisis occurs when there’s an erosion of trust as a result of poor leadership, stewardship, and governance.…
Pandemic Provides Opportunity to Rebalance Client Communication
Most of us are creatures of habit. We thrive on routines and like to feel in control. But…
IRS Temporarily Waives Rule for Retirement Plan Changes
The IRS is temporarily allowing retirement plan participants to forgo in-person witnessing of election changes as long as…