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The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.
August 17
Portability Services Network -
Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.
July 19
Lawton Retirement Plan Consultants -
Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.
June 28Portability Services Network -
Advisers will find a powerful tool in communicating enhanced benefits from a defined contribution perspective that puts employee’s in the driver’s seat.
June 1
Voluntary Benefits -
Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.
May 1Portability Services Network -
Plan sponsors should connect with workers by integrating financial wellness concepts, including behavioral finance/economics elements, talking about loans and withdrawals and offering one-on-one meetings.
March 22Lawton Retirement Plan Consultants -
Plan sponsors should connect with workers by integrating financial wellness concepts, including behavioral finance/economics elements, talking about loans and withdrawals and offering one-on-one meetings.
March 21Lawton Retirement Plan Consultants -
Employers should auto-enroll employees, offer health savings accounts and provide financial education online.
March 6Lawton Retirement Plan Consultants -
Using lowest-cost share classes, performing an annual investment fund review and distributing required fee notices are among best practices.
February 5Lawton Retirement Plan Consultants -
Plan sponsors worry record keepers will follow suit, limiting the investment options employers are able to offer employees through their workplace 401(k) plans.
January 30
