1+ mon, 2+ week ago   (226+ words) Employee financial well-being has reached a four-year high, but employers are more optimistic about their workforce’s financial health than employees themselves. Still, employee sentiment has improved. Financial well-being has risen 11 percentage points since 2023, and 66% of employees now express confidence in…...

3+ mon, 2+ day ago   (218+ words) The retirement plan industry finds itself at an interesting crossroads. While recordkeepers continue to face pressure from declining fees, they are also being asked to The retirement plan industry finds itself at an interesting crossroads While recordkeepers continue to face…...

3+ mon, 2+ week ago   (457+ words) She also highlighted that Savvy’s employer-friendly structure made the decision easier from an organizational standpoint, allowing the company to offer employees access to valuable financial resources without creating additional financial burden for the employer. Read the Full Transcript Here: Fred…...

3+ mon, 2+ week ago   (254+ words) More employees are feeling financially overwhelmed — and ironically, many are responding by cutting back on the very workplace benefits designed to help them long term, including their 401(k)s. New research from Morgan Stanley at Work shows how financial stress is…...

3+ mon, 3+ week ago   (257+ words) The defined contribution industry is facing a major structural shift as the number of retirement plans is expected to surge from roughly 830,000 in 2025 to more than 1 million by 2030, driven largely by state mandates and increased access initiatives But the challenge…...

3+ mon, 3+ week ago   (317+ words) Mistake #1: Failing to clearly designate responsibilities. When committees, outside advisors, and internal staff all have a hand in plan operations, things can slip through the cracks if no one knows exactly who owns what. Committees should have charters that define…...

3+ mon, 3+ week ago   (179+ words) The Plan Sponsor University (TPSU) has announced the launch of TPSU for Health Plan Fiduciaries, a new educational initiative focused on the growing financial, regulatory, and fiduciary complexities surrounding employer-sponsored health plans. Led by Jamie Greenleaf, C(k)P, AIF®, CBFA,…...

3+ mon, 4+ week ago   (197+ words) Collective Investment Trusts (CITs) continue gaining momentum across the defined contribution marketplace as plan sponsors, advisors, and providers increasingly seek lower-cost investment solutions and more scalable fiduciary structures Once primarily utilized by larger institutional plans, CIT adoption has rapidly expanded…...

3+ mon, 4+ week ago   (717+ words) At the conclusion of a recent TPSU program held at Wake Forest University’s downtown campus in Charlotte, Fred Barstein, Founder and CEO of TPSU and 401kTV, sat down with adjunct lecturer Andy Ingram of Capital Investment Company of Virginia and Selinda…...

4+ mon, 6+ day ago   (200+ words) The backbone of the defined contribution (DC) industry—recordkeeping technology—is finally getting a long-overdue upgrade. For decades, legacy systems built on outdated infrastructure have limited innovation, The backbone of the defined contribution (DC) industry—recordkeeping technology—is finally getting a…...