Perspectives

Send, of Francis LLC, discusses the importance of connecting with participants beyond the 401(k) to help with overall financial success.

Advisers share their priorities for the rest of the year. 

The expert suggested reevaluating the 60/40 portfolio and investing in exponential technology.

Participation can be greatly improved through auto features.

Many plan sponsors find some of their employees cannot take full advantage of 401(k) plans because of failed ADP tests.

Technology can replicate the value of a good assistant.

How much do you really know about successful networking at events?

Plan sponsors are creating a retirement readiness crusade.

3(38) advisers are not the answer to America's retirement savings crisis.

We live in a time where advertisement-length attention spans are the norm.

What a difference a year makes—strong investment performance and a modest rise in interest rates during 2013 caused a steep increase in the funded status of the typical...

In a perfect world, plan loans wouldn’t exist.

You’ve heard of financial capital, but do you know about relationship capital?

Every plan and every employee population is somewhat unique, so the decision about special education should be considered by fiduciaries on a plan-by-plan basis.

The trend of auto-enrolling employees into defined contribution plans is accelerating.

Among the massive waves of Baby Boomers heading into retirement are a significant number of business owners who face a dilemma—they want to transition into retirement but, for...

I learned one of my favorite words when I was living in Louisiana: lagniappe. It refers to a small gift a merchant gives a customer when they buy...

Complicated, non-intuitive terminology is a barrier to plan participation, endangering the retirement security of large numbers of Americans.

We have reached an inflexion point in America.  Boomers are pouring into retirement age at a pace of 10,000 per day.

Referrals are all about fear!  Asking your best clients and centers of influence (COIs) to connect you with their friends and colleagues is like asking them to write...