Browsing Tag
Opinion
262 posts
Paying for Medical Needs with an HSA: Distinct Considerations for Women
Medical costs can seem particularly daunting for women, given the long list of needs that are female-specific. Health savings accounts can help
6 Steps to a Strong Missing Participant Policy
Retirement Clearinghouse’s Tom Hawkins shares keys to building a policy that will fulfill a plan sponsor’s fiduciary duty
Retraction: CIT Fees Opinion Column on 401(k) Specialist
401(k) Specialist has retracted a post originally published on May 2 that contained factual errors relating to collective investment trusts in target date funds.
The Right Way to Select a QDIA
Fully documenting the process of analyzing and selecting a strategy that aligns with participant demographics provides the highest level of legal protection for your QDIA selection
DOL Final Fiduciary Rules Could Resolve Conflicting Interests in Target Date Funds
Ron Surz warns TDF participants will be the big losers in the next market correction—unless they start using personalized target date accounts
‘401(k) Industry Owns Congress’ Claims POLITICO Report
While detailing extreme effectiveness of retirement industry lobby, exhaustive report calls it out it for providing tax breaks weighted toward wealthy and blowing out deficit
America’s Mobile Workforce Meets Their Saver’s Match
Tom Hawkins says the new program is poised to deliver significant benefits for lower-income savers
Taking a Google Maps Approach to Professional Development
Don Trone explains how AI provides information; Interactive MindMaps provide knowledge that can be instrumental in critical training for fiduciaries
Dispelling Cost Myths of MEPs, PEPs and GoPs
Ron Surz explains how pooled plans can cut down on costs and administrative burdens for small employers looking to sponsor a retirement plan
Unlocking Individuality: Is Your 401(k) Managed Account Tailored to You?
LeafHouse’s Kassandra Hendrix says technology is making an enhanced level of personalization more seamless and cost-effective