Browsing Tag
retirement plan
24 posts
401k Participant Communication: How to Ensure Maximum Engagement
Here’s a little exercise for the retirement plan sponsors out there: take the latest piece that you’ve sent…
July 15, 2019
Bobby Bonilla Day: Celebrating One of the ‘Greatest Retirement Plans in History’
The first of July is “Bobby Bonilla Day,” informally celebrated to highlight what some call the “greatest retirement…
July 1, 2019
Groups Push for Expansion of Portable Retirement Benefits
Millions of working Americans don’t have access to a 401k plan—a problem a new report seeks to address.…
February 12, 2019
Vanguard ‘Roadmap’ Directs 401k Savers Toward Successful Retirement
It’s no secret: navigating a successful path toward retirement is difficult. And for some, the inherent complexity is…
April 11, 2018
Most Trusted 401k Financial Firms
USAA and Edward Jones are among the financial services firms that fare particularly well, according to a new…
April 9, 2018
Washington Employees Can Now Shop Online for a 401(k) Plan
Washington is the latest state taking active steps to address a widespread problem with its workforce—a lack of…
April 4, 2018
Dismissal Denied: 401k Case Against Edward Jones Will Continue
A federal judge has denied Edward Jones’ second motion to dismiss a case alleging ERISA violations by the…
March 30, 2018
3 Retirement Plan Resolutions for the New Year
A depressingly small percentage of people actually stick to their New Year’s resolutions, but we’ll stay optimistic on…
January 1, 2018
UPenn Victorious in Retirement Plan Fiduciary Battle
The Quakers stay true. The University of Pennsylvania beat back a court challenge to its 403(b) fiduciary practices,…
October 2, 2017
Protections Key to 401k Prosperity, Putnam CEO Claims
Bob Reynolds is on a roll, advocating for stronger protection and policy prescriptions for the nation’s private retirement…
September 27, 2017