Benefits Think Why it might be time to partner with a third-party administrator
TPAs are critical for small businesses that often need hands-on support and custom retirement plan designs to support their growth.
Amy Ouellette
SVP of retirement services
How employers can transition to a new 401(k) service provider
Plan sponsors will need to pull together details involving non-discrimination testing and government reporting, as well as recordkeeping and pre- and post-transfer documentation.
Benefits Think What Gen Z really wants from the workplace
Financial education in a digestible format and workplace culture pique their interest, while auto enrollment is especially effective at getting them to save.
Benefits Think Preparing for the SECURE Act’s impact on 401(k) eligibility
With IRS guidance on new 401(k) eligibility rules still pending, now is the time to help expand workplace savings plans to include loyal part-time employees.
Benefits Think Why good retirement planning is about much more than money
To achieve a purpose-driven life after work, critical questions must be asked to seed difficult conversations.
Benefits Think Now is the time to auto-enroll in retirement savings
Procedures that minimize pain points on plan corrections will help sway anyone who is still on the fence about this hot topic.
Ask an Adviser: How can compliance test reviews be less overwhelming?
By focusing on certain key areas, retirement plan sponsors can make the most of this annual process.
Benefits Think The big mistakes clients make when setting up 401(k) plans
Deciding against auto-enrolling employees in retirement plans is a big miss benefit managers keep making.
Benefits Think The big mistakes employers make when setting up 401(k) plans
Deciding against auto-enrolling employees in retirement plans is a big miss benefit managers keep making.