February 06, 2017

What Financial Wellness Really Means

Financial wellness providers fear that employee credit cards, purchasing programs and other such offerings will harm the progress being made to help employees become financially well.

January 27, 2017

DC Plans Making Fee-Focused Changes

Increase in recordkeeper search activity, movement to institutional fund structures, de-emphasizing revenue sharing and adoption of fee policy statements were found in a survey of DC plan sponsors.

January 11, 2017

403(b)s No Strangers to In-Plan Income Products

According to the 2016 PLANSPONSOR Defined Contribution (DC) survey, 27.2% of 403(b) plans offer in-plan income products that guarantee monthly income, compared to 7.3% of DC plans overall.

January 11, 2017

The Problem With Retirement Savings Models

Retirement savings models often simplify a defined contribution plan participant’s situation, and plan sponsors need to help participants understand that the picture is more complex.