Benefits Think 401(k) investment adviser annual review: What plan sponsors should expect
Six things plan sponsors should expect from their retirement advisers in 2014 annual review season.
Financial planning
10 steps for DC plan sponsors in 2014
The past year has seen, at long last, a tremendous rebound for 401(k) accounts and that good news hopefully can help drive better participant engagement. To secure retirement outcomes in defined contribution plans, human resources consulting firm Mercer outlines 10 steps plan sponsors should take in 2014.
Benefits Think Top 5 goals for 401(k) plan sponsors in 2014
From revenue sharing to the effects of inflation on retirement readiness, guest blogger Robert C. Lawton outlines five areas plan sponsors need to pay attention to in 2014.
Robert C. Lawton
Lawton Retirement Plan Consultants
9 year-end compliance deadlines for retirement plan sponsors
Retirement plan sponsors should already be well on their way to complying with key year-end regulatory deadlines. Still, here are 9 items to look at to ensure your plans remain compliant into the new year, courtesy of Sibson Consulting.
Benefits Think Top 5 401(k) plan trends for 2014
What does next year look like for retirement plan sponsors and participants? Heres an early call on what many experts expect to see.
Robert C. Lawton
Lawton Retirement Plan Consultants
Retiring boomers cause workforce concerns for nonprofits
As baby boomers plan to retire in the next five years, nonprofit organizations are readying for the challenges ahead. More than a third of nonprofits surveyed by the Plan Sponsor Council of America anticipate difficulties recruiting staff to fill vacancies left by retiring boomers.
46% of financial planners have no retirement plan
When it comes to taking care of their own finances, it turns out that financial advisers arent much better than their clients, an FPA poll finds.
By
Ann Marsh
More plan sponsors opt for Roth conversions
There are plenty of positives in moving your participants into a Roth 401(k), but the costs and the long-term stability of government promises themselves may require extra thought.
Benefits Think 8 misperceptions about 401(k) plans
From active trading to company matches, here are some common misconceptions and the reality your employees may have about their 401(k) plans.
Twentysomethings Share Gloomy Outlook on Retirement
Study finds younger workers are motivated to save but lack resources.
Benefits Think 4 ways 401(k) plan participants should respond to the great rotation
A recent report that the largest mutual fund in the world is now a stock fund, rather than an intermediate-term bond fund, could signal the great rotation once just a theory is underway.
Benefits Think 7 signs of a successful 401(k) plan
Reasonable cost, high participation rates and a broad investment fund line-up contribute to the success of a 401(k) plan but other factors are important too.
Fiduciary standard, 401(k) enhancements touted by the DOLs Borzi
Phyllis Borzi, assistant secretary of labor with the Department of Labors EBSA division, told attendees at Tuesdays annual ASPPA conference in Washington that the last stages of finalizing Labors conflict of interest rulings are indeed underway.
Benefits Think 3 ways to help 401(k) plan participants become better investors
Eighty percent of people think they're better-than-average investors. Here are five reasons why, and three ways employers can help plan participants overcome their investing challenges.
Editors letter: EBA finds eager, frustrated brokers in October
EBA Editor-in-Chief Elizabeth Galentine shares some broker impressions about the health exchanges first month and previews future coverage of brokers thinking outside-the-box.
Kicking the Can: 5 Results of Dysfunctional Government
Market uncertainty and continued easy-money policy are among the influences we can likely expect.
LIMRA & LOMA start institute to study retirement
CEO Bob Kerzner is set to announce the initiative at LIMRAs annual conference this week in New York. LIMRA estimates that the U.S. population 55 and older will have about $22 trillion in investible assets by 2020.
Benefits Think 6 crucial 401(k) employee education tips
When I present employee education sessions, employees often ask me what they should be doing in their 401(k) plan. Here's what I tell them.