Fidelity Reports 81% Plan Sponsor Satisfaction With Advisers
Survey results emphasize the importance of DC plan advisers in driving plan satisfaction and activity, according to Fidelity.
Tag: Plan design
Retirement Planning for Diverse Populations
Experts discuss why taking into account the diversity of participant populations is crucial in evaluating and designing a workplace plan.
Feature
A Need to Show Value
How advisers can justify their fees and help sponsors find other ways to cut costs.
Adviser Product Partnerships
Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives...
Advisers Turn to Managed Accounts as Demand for Customized Plan Design Options Grows
They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their...
Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm
Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.
The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry...
Significant Retirement Bill Moves Forward in Senate
Sources say the Senate HELP Committee’s measure, called the RISE & SHINE Act, is expected to be combined with a...
Hopes Remain High for Ambitious Retirement Legislation
Sources say the ingredients for passing a new round of federal retirement planning reforms are in place, but hurdles remain,...
Improving Outcomes | Plan Design
Getting to Yes
When alignment on plan-design changes requires overcoming common objections.
New Transamerica Solution Reflects Small-Market Developments
The firm says its new retirement plan offering, targeted at small employers, is ‘value focused’ and tailored specifically for efficiency.
Plan Sponsor of the Year Nominations Close Monday!
The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.
More Retirement Industry Trends to Prepare for in 2022
A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.
PLAN DESIGN | Solutions
Overcoming Obstacles
Strategies to manage client resistance to plan design changes.
The Value of Determining a Retirement Plan’s Philosophy
Industry experts say delving into why a sponsor has a retirement plan can be very instructive for plan design and...
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of...
Considerations When Constructing Plan Committees
Having an odd number of members is sensible, as is pursuing a committee that reflects the employee population’s demographics.