Products | December 1st, 2020 Plan Start-Up Fees Waived by ShareBuilder 401k Plans set up in December can also include an initial 401(k) contribution from the business owner.
Opinions | October 1st, 2020 Barry’s Pickings: Is the 401(k) System Unfair? What Would Make It Fairer? Michael Barry, president of O3 Plan Advisory Services LLC, debates whether the 401(k) system is fair or unfair and offers...
Data and Research | September 29th, 2020 Retirement Savings Could Be Hit for Years as Result of Pandemic, Natixis Says Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic...
Compliance | September 28th, 2020 PSNC 2020: Retirement Plan Cybersecurity In light of a lack of guidance from the DOL on how sponsors should protect their plans from cyberattacks, speakers...
Products | September 16th, 2020 ERISApedia.com Launches New Edition of ‘Who’s the Employer eSource’ The eSource includes more than 30% new material from the previous edition and the material has been reorganized to make...
Products | August 27th, 2020 FinFit Savings Program Enables Company Match Employers can match up to 100% of employees’ contributions.
Products | August 14th, 2020 Northshire Selects 401GO for Chambers of Commerce Platform The partnership with the recordkeeper will focus on the firm’s National Chamber of Commerce Micro Market Solution.
Data and Research | August 4th, 2020 Participants Maxing Out Their 401(k) Remain Confident But those who fall short on saving are experiencing financial stress.
Data and Research | December 18th, 2019 Could New DB Plan Designs Solve for Retirement Savings Inadequacy and Inequality? Recent studies find 401(k)s have increased retirement savings gaps among demographic groups, and those in 401(k)s have not met their...
Compliance | December 5th, 2019 Most 401(k)s Embrace New Hardship Rules According to PSCA, relatively few sponsors have seen participants taking out excess hardship withdrawals.
Data and Research | August 26th, 2019 2019 PLANSPONSOR Defined Contribution Survey Open Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest...
Deals and People | August 2nd, 2019 Capital One’s All-ETF Digital 401(k) Business Spins Off The focus of the newly independent ShareBuilder 401k will be on expanding coverage among small companies, says its president.
Administration | June 7th, 2019 PSNC 2019: From Engagement to Action A self-professed “ERISA nerd” looks beyond the rules and regulations to ask what plan sponsors can do to promote genuine...
Data and Research | May 9th, 2019 Fidelity Analysis Shows Advantage of Long-Term Investing for Retirement In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances...
Data and Research | May 3rd, 2019 GAO Reviews Retirement Savings Leakage The GAO interviewed retirement plan stakeholders and found several ways to stem the tide of funds leaving 401(k)s and IRAs.
Data and Research | May 1st, 2019 Wells Fargo Suggests Various Approaches to Retirement Saving Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X...
Compliance | April 5th, 2019 Senators Propose Requiring Employers to Contribute to Workers’ Savings Accounts The Saving for the Future Act would require employers to contribute 50 cents to a savings account for each worker...
Data and Research | April 3rd, 2019 Retirement Plan Options for Small Businesses Have Pros and Cons Small U.S. employers trust the financial services sector for its expertise more than government entities when it comes to administering...
Compliance | February 5th, 2019 Senators Introduce SIMPLE Plan Modernization Act It aims to make SIMPLE plans more accessible among small businesses and would raise the contribution and catch-up limits.
Products | January 15th, 2019 New, Flexible Student Loan Debt Repayment Program Employees can determine how they want to allocate employer 401(k) matching dollars—be it to their retirement account, to their student...