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 | 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.
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...
Investing | January 8th, 2019 401(k) Participants Made Opposing Trades in 2018 High trading activity days were concentrated around the beginning and end of the year—with trades moving in similar volumes in...
Data and Research | January 3rd, 2019 Americans Paint a Rosy Retirement Outlook The majority think they are on track for a secure retirement, but many worry about high health care costs.
Data and Research | January 2nd, 2019 Longevity to Make Life More Challenging for Retirees For those 75 and older, out-of-pocket medical costs amount to 20% of their income.
Data and Research | December 13th, 2018 Americans Optimistic About Their Financial Prospects for 2019 For the 10th consecutive year, their top financial resolution for the New Year is to save more, Fidelity learned in a...
Administration | December 13th, 2018 Participant Behaviors Can Inform Better Plan Design J.P. Morgan makes recommendations for plan design and TDFs based on savings and withdrawal behaviors it analyzed.