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DWC ERISA Consultants LLC
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Compensation Strategies Group, Ltd.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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EPIC RPS
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Merkley Retirement Consultants
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Free Newsletters
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-- An attorney subscriber
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Search the News Archive
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59 Matching News Items |
| 1. |
PlanPILOT
Sept. 14, 2025
"One potential fatal flaw of target-date funds is the one-size-fits-all approach that fails to consider relevant investment criteria like the participant's risk tolerance or investment experience. With managed accounts, portfolios may be tailored to account for these variables among participants, as well as whether accounts are sufficiently large enough to prudently accommodate wider diversification and alternative assets."
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| 2. |
PlanPILOT
June 15, 2025
"[T]hese strategies are not difficult to implement and could go a long way in boosting employee morale and enthusiasm for the plan itself and in the workplace. [1] Communication ... [2] Emphasize educational programs ... [3] Upgrade or implement retirement income planning resources ... [4] Provide counseling ... [5] Upgrade retirement account resources ... [6] Review the retirement plan provisions."
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| 3. |
PlanPILOT
May 5, 2025
"Participation and effectiveness tends to increase when workers feel a sense of ease in understanding how their retirement plan works and is accessed ... Use simple and inclusive language ... Provide multiple platforms ... Offer various financial education and workshops ... Utilize alternative presentation methods ... Encourage feedback and carefully monitor participation."
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| 4. |
PlanPILOT
Feb. 13, 2025
"More emphasis on participant 'financial wellness' and education ... Greater focus on retirement income solutions ... More enrollment and contribution-increase automation ... Expanded 'catch-up' contribution limits and Roth focus ... Utilizing professional assistance."
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| 5. |
PlanPILOT
Jan. 22, 2025
"While even simple analysis and guidance can be helpful to a worker-participant, many retirement-readiness calculators may be inherently flawed or misleading as to the score received and the results implied.... [1] Default assumptions may be over-optimistic. [2] Participants may have one or several other retirement-based accounts outside the plan that are not included ... [3] The survey questions may not address or require input on other significant aspects of the participant's financial life"
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| 6. |
PlanPILOT
Dec. 12, 2024
"By understanding how behavioral finance tendencies influence employee behavior ... and utilizing this understanding in plan design, plan sponsors can encourage higher participation and contributions by employees and assist them in their savings objectives."
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| 7. |
PlanPILOT
Nov. 18, 2024
"Address older worker healthcare needs ... A greater interest in insurance coverage ... Encourage retirement saving with matching and education ... Consider legal assistance as a company benefit ... Flex-time and other benefits."
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| 8. |
PlanPILOT
Oct. 16, 2024
"Studies ... indicate that physical absence from the office environment may be altering how employees participate in their employer-sponsored plan. The conclusions suggest that plan sponsors take measures to address and take advantage of these changes by adapting their retirement plans to accommodate this new mode of employment to foster goodwill and employee satisfaction of remote workers."
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| 9. |
PlanPILOT
Sept. 15, 2024
"[E]ffective preparation for plan committee meetings is a multifaceted endeavor, but doing so in a careful and structured manner should enable the committee to cover the many areas of plan administration, functionality, regulation changes, and investment evaluation.... [1] Prepare a structured agenda ... [2] Assign pre-meeting homework to committee members ... [3] Plan meeting topics out a whole year ahead."
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| 10. |
PlanPILOT
Aug. 8, 2024
"[A] provision in the SECURE 2.0 Act allows employers to make contributions to an employee's retirement plan account that match the student loan repayments made by that employee each month or year. This allows the employee to both continue to make timely payments to reduce and pay off their student loan debt and grow their retirement accounts (through their own and employer matching contributions) at the same time."
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