Browsing Tag
Qualified Domestic Relations Order (QDRO)
15 posts
Back to the Future: Conduit (Roth) IRAs
Before “dashboards,” GAO should embrace the Conduit (Roth) IRA—A superior solution for consolidating retirement savings
Divorce, Job Loss Drive Early Withdrawal from 401ks
Divorce—not buying granite countertops for a remodel—is what drives people to withdraw from their 401k accounts well before…
By Default: DC Plan Adoption of Auto Features Still Rising
Nowadays, employees have to “opt out” more than they have to “opt in” when it comes to company…
Gray Divorce: The Great Retirement Plan Disruptor
Divorces for people over 50—referred to as “Gray Divorce”—are on the rise in the U.S., more than doubling…
How Auto Portability Serves 401k Participants’ Best Interests
This series is meant to identify five key reasons why an auto portability program serves the best interests…
401k Fiduciary: Critical Responsibilities and Duties
401k fiduciary …what the heck does that even mean? If you’re responsible for any aspect of the 401k…
How Well Can You ‘Follow the Flow’ of Money in 401ks?
As many plan fiduciaries can attest, retirement plan fees can be extremely complex and difficult to understand. This…
The Break-Up: Senator Looks to Improve Women’s Retirement Outlook
It’s sad but true. In terms of retiring successfully, the odds are not in women’s favor. Senator Patty…
MEPs On the Move—What Happens Now?
[Update: The interview took place just prior to President Donald Trump’s executive order in late August that eases the way for…
5 Ways to Help 401k Plan Sponsors Steer Clear of Lawsuits
Retirement plan sponsors have a continuing fiduciary duty to plan participants in a defined contribution plan. Navigating the…