Despite growing demand for sustainable, responsible and impact (SRI) investments from participants, a small percentage of 401(k) plans provide such options in their investment menus. In a Benefits Magazine article… Read more >
December 3, 2020 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investments, Retirement, U.S. 0 Read more >
If you’re new to investing, there are lots of terms and concepts to understand. While it may seem intimidating, gaining an understanding of these six basic concepts can build your… Read more >
January 13, 2020 401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investments, Pensions 0 Read more >
As the old country song by Tammy Wynette demonstrates, what happens during a divorce can be tough to spell out. Divorce can be the source of great confusion for many,… Read more >
November 19, 2019 401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Retirement 0 Read more >
In September 2019, the Internal Revenue Service (IRS) and Department of Treasury issued final regulations easing restrictions on hardship distributions from defined contribution retirement plans. While there were a number… Read more >
October 24, 2019 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Regulatory, Retirement 0 Read more >
The number of organizations offering defined contribution (DC) retirement plans has held steady over the past two years (68.1%), making them the primary retirement vehicle for an increasing share of… Read more >
September 10, 2019 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Retirement 0 Read more >
Plan sponsors have long provided education on the magic of compound interest as a powerful force for retirement readiness. But most plan members—and even many plan sponsors—forget about the flip… Read more >
August 21, 2019 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, Retirement 0 Read more >
Each month on Talking Benefits, I join Julie Stich, Kelli Kolsrud and Justin Held, International Foundation benefits nerdthusiasts, to discuss a trending employee benefits topic we think our listeners want to… Read more >
April 29, 2019 401(k) Plans, Employee Benefits, Financial Education, Financial Wellness, Retirement, Talking Benefits Podcast 0 Read more >
Student loan repayment benefits have been a hot topic in the news over the past few years, and a recent IRS private letter ruling has the benefit back in the… Read more >
October 1, 2018 401(k) Plans, Employee Benefits, Financial Education, Financial Wellness 0 Read more >
Plan administrators trying to terminate defined contribution retirement plans often find themselves between a rock and a hard place. The Department of Labor (DOL) requires they diligently search for and… Read more >
May 15, 2018 401(k) Plans, Employee Benefits, Retirement 0 Read more >
Americans aren’t saving enough for retirement. This is not a news flash. In fact, almost every day I see a new headline pointing out the problem. While their angles vary… Read more >
March 27, 2018 401(k) Plans, Behavioral Decision Making, Communication, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, National Employee Benefits Day 0 Read more >