3+ week, 3+ day ago   (212+ words) Most fiduciaries don’t think of their summary plan description as a liability risk. It’s a compliance document—something the recordkeeper drafts, maybe HR reviews, and participants Most fiduciaries don’t think of their summary plan description as a liability risk…...

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, 1+ week ago   (354+ words) Read the Full Transcript Here: Fred Barstein:Greetings, my name is Fred Barstein. I’m the CEO and Founder of TPSU. We just completed a program here at Bellevue College in Bellevue, Washington, in the Seattle area. I’m here with Jillian....

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…...

4+ mon, 2+ week ago   (320+ words) The study, titled The Case for Lifetime Income, was unveiled at the Spring IMF World Bank Meetings in Washington, D.C. The headline number: countries could potentially deliver the same retirement security at roughly 20% lower cost when benefits are paid as lifetime…...

5+ mon, 1+ week ago   (260+ words) Investment fees are still falling across all plan sizes, but smaller plans continue to pay significantly more than their larger counterparts—and cost variation across providers remains substantial. But scale still matters. A $5 million plan averages 1.04% in total plan costs…...

5+ mon, 2+ week ago   (334+ words) Not every employee experiences student debt in the same way. A recent graduate navigating repayment options faces a very different reality than a mid-career professional trying to balance loans with saving for retirement. Yet many employers still underestimate how widespread…...

5+ mon, 3+ week ago   (181+ words) Defined contribution plans have evolved, but the industry still isn’t fully aligned with how today’s workforce approaches retirement. As employees live longer and seek more flexibility, demand for phased retirement is growing—allowing workers to gradually transition instead of stopping…...

6+ mon, 1+ week ago   (582+ words) Not every employee walks into a retirement seminar with the same questions. A 24-year-old just starting their career has very different concerns than a 61-year-old trying to determine the best time to claim Social Security. Yet many companies still approach…...

6+ mon, 2+ week ago   (544+ words) 401ktv.com Employer matching on Trump Accounts may sound like a natural extension of the family-first benefits trend that has reshaped recruiting over the past five years. Childcare subsidies, fertility treatments, adoption assistance—each arrived with enthusiasm and, eventually, compliance fine…...