Administration | March 1st, 2021 How to Effectively Measure Retirement Plan Success It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics...
Benefits | February 10th, 2021 Wage Hike Meets Support and Opposition From Employers Opponents say small business could suffer and cut benefits, such as employer contributions to retirement plans, as a result of...
Data and Research | February 4th, 2021 Some Participants Reducing 401(k) Deferrals to Contribute to HSAs Industry sources have recommended that participants adopt a savings hierarchy for retirement plan and health savings account contributions.
Data and Research | January 20th, 2021 Making the Savings Decision More Palatable for Participants Research and real-life experience show that framing amounts employees need to save in smaller bits can help them increase and...
Data and Research | July 1st, 2020 No Massive Pullback From Retirement Savings Seen Yet Research finds few retirement savers have lowered savings rates or withdrawn money; however, those with lower incomes and in certain...
Ask the Experts | April 21st, 2020 A Common Error in Administering Match Eligibility Requirements Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Data and Research | April 20th, 2020 DC Plan Sponsors Reacting With Moderation to Coronavirus Relatively few are taking action to suspend or decrease contributions, and they are prudently relying on providers for guidance, a...
Compliance | March 25th, 2020 Tax Filing Relief Adds Time to Contribute to Benefit Plans Individuals have more time to contribute to IRAs and HSAs, and employers have more time to contribute to their retirement...
Ask the Experts | January 14th, 2020 Is Treatment of Roth Excess Deferrals the Same as That for Pre-Tax? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Data and Research | November 5th, 2018 Years of Positive Retirement Savings Behaviors Lead to Record Balances The average 401(k) balance reached an all-time high of $106,500 in the third quarter, and the average 403(b) balance is...
Data and Research | January 26th, 2018 Employers Considering Enhancing Benefits Due to Tax Reform The most common benefit changes organizations have made or are planning or considering include expanding personal financial planning, increasing 401(k)...
Data and Research | November 3rd, 2017 Participants Not Foregoing 401(k) Contributions for HSA Contributions A Fidelity analysis also found more than one-quarter of 401(k) participants increased their contribution rates since last year.