Data and Research | November 14th, 2023 HSAs Gain Popularity, but Few Users Invest Assets, and Education Remains Big Concern While health savings account balances are growing and more people are contributing, employers remain concerned that employees should be educated...
Participants | October 19th, 2023 Participants, Plan Sponsors Need More Education on Annuities, Guaranteed Income, Study Shows A joint Western & Southern and LIMRA study finds that 44% of respondents did not understand what a retirement income...
Data and Research | August 29th, 2023 Fidelity: About 1 in 5 Plan Sponsors Seeking New Retirement Adviser In a survey of over 1,300 plan sponsors, 22% are seeking more extensive service offerings as well as improved participant...
Deals and People | August 10th, 2023 NAGDCA Announces 2023 Leadership Award Winners The awards were presented to government-sponsored defined contribution plan administrators and service providers across five categories.
Benefits | April 15th, 2021 Boosting HSA Participation and Engagement Experts say offering company matches and/or seed money, as well as implementing automatic enrollment into the plans, can boost workers’...
Data and Research | January 14th, 2019 Sponsors and Providers Use Too Much DC Plan Jargon For example, the increasingly popular industry terminology around “the retirement tier” scored very low among respondents to an Invesco participant...
Products | June 25th, 2018 Retirement Plans Must Be Paired With Educational Programs Ongoing education makes participants aware of the plan and underscores its value.
Investing | December 21st, 2017 Fiduciary Concerns to Know When Debating Managed Accounts Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.