401(k)

What are Corrective Distributions and How to Avoid Them Going Forward

Tests – the word alone is enough to make the most studious of us sweat. When placed in the context of…

401(k)

20 Questions To Ask A Recordkeeper

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be…

401(k)

How Data Analytics Can Help You Make Retirement Plan Decisions

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing…

401(k)

What are MEPs and Should You Consider One?

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It…

401(k)

Lawsuits Over the Years and What it Means for Plan Sponsors

Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this…

401(k)

Our 401(k) Investments are on the Watchlist. Now What?

Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed…

401(k)

Automatic Features to Help Boost Participation and Savings Rates

The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact,…

401(k)

How to Think About Financial Wellness ROI

If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question…

401(k)

Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not. 

ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed…

401(k)

Is it Time to Consider a New Plan Design?

You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business. …

401(k)

Share Class ABCs: Choose Wisely

Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund…

401(k)

Four Tips to Boost Your Employees’ Retirement Outlook

As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to…