Benefits Think 6 things to know about state auto-IRA programs
Employer role in these retirement savings plans is growing, says attorney Christine P. Roberts.
Christine Roberts
Mullen & Henzell LLP
Retirement education
Benefits Think Cover letters: The key to simplifying ERISA plan document requests
Plan sponsors should consider going beyond ERISA’s bare-bones requirements for plan document requests and make it a practice to also provide a cover letter, containing certain specific information.
Casey K. Fleming
Foley & Lardner
The year in retirement: Fiduciary rule, lawsuits ‘raise consciousness’
Thanks to legal battles and federal regulations, plan participants are expecting more of their advisers than ever before.
The big trends that will reshape retirement in 2017
Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.
The big trends that will reshape retirement in 2017
Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.
Overcoming roadblocks to transformational financial wellness programs
Industry leaders share how employers can maximize plan potential while steering clear of common pitfalls.
Is AI the next evolution of robo-advisors?
Dream Forward 401(k) partners artificial intelligence with human advisers to improve customer experience.
401(k) annuity options growing despite concerns
MetLife’s Roberta Rafaloff discusses the potential that annuities hold for employees’ retirement plans.
Benefits Think Will government relief alleviate lost participant fiduciary challenge?
Two federal proposals would make it easier to invest assets on behalf of terminated participants, says columnist John Ludwig.
John Ludwig
LHD Retirement
Benefits Think How technology can help improve retirement outcomes in the digital age
Auto-enrollment, employer matching and re-enrollment are all strategies employers should embrace to help employees better save for their futures.
Charlie Nelson
Voya Financial
How a city in Kansas prioritized financial wellness
The city of Lenexa, Kan., launched Ramsey Solutions’ SmartDollar program for its employees as the newest addition to its list of progressive well-being initiatives.
Benefits Think What is synthetic tenure, and why is it important?
The strategy not only helps improve employees’ chances of achieving a financially secure retirement, but it also increases plans’ average account balances.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
Benefits Think Will government relief alleviate lost participant fiduciary challenge?
Two federal proposals would make it easier to invest assets on behalf of terminated participants, says columnist John Ludwig.
John Ludwig
LHD Retirement
Is it time to make retirement savings mandatory?
Employers need to refocus efforts to change employees’ behaviors by embracing best practices including auto-enrollment and auto-escalation.
Benefits Think How technology can help improve retirement outcomes in the digital age
Auto-enrollment, employer matching and re-enrollment are all strategies employers should embrace to help employees better save for their futures.
Charlie Nelson
Voya Financial
10 ways to make the years before retirement count
Starting preparation a decade early could allow retirement to start on time.
How a city in Kansas prioritized financial wellness
The city of Lenexa, Kan., launched Ramsey Solutions’ SmartDollar program for its employees as the newest addition to its list of progressive well-being initiatives.
Overcoming roadblocks to transformational financial wellness programs
Industry leaders share how advisers can maximize plan potential while steering clear of common pitfalls.
Benefits Think Did you hire the right 401(k) investment adviser?
Employers need to talk to their financial adviser to learn whether his fiduciary relationship will be changing.
Robert C. Lawton
Lawton Retirement Plan Consultants
New fiduciary help for smaller employers
Modest-sized firms now have access to plans that once were only offered to larger enterprises.
