Education
This is How 401k Plan Sponsors Get Education Answers to These Three F-Words
401k plan sponsors have a renewed focus on the three F-words of offering employee retirement benefits: Fiduciary, Fees, and Financial Wellness. Here’s how plan sponsors answer questions related to each of these three F-words.
What are 401k Plan Sponsors Interested in Most Right Now?
Here’s quick read with a surprise reveal. Can you find it?
5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t
There’s always something new under the sun, and that means there’s always educational topics 401k plan sponsors should be asking about but aren’t. Hopefully, this list will inspire more curiosity and lead to better informed employees.
The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)
Most 401k plan sponsors will readily admit they are not experts when it comes to retirement plans. They understand they have a role in the process. They understand that role carries with it certain fiduciary obligations. They understand (and accept) that role also exposes them to liabilities. This article shows how prudent delegation can mitigate much of that fiduciary liability.
The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)
If we liken the “5 Critical Topics” to the skeleton and sinew of a plan sponsor’s fiduciary obligation, the “meat and potatoes” topics can be described as its soft underbelly. It is within the routines of these topics that plan sponsors live most dangerously. What are these next two topics and why is it important plan sponsors to dig deep into them rather than simply “read the headlines”?
5 Critical Topics to Teach 401k Plan Sponsors: Fiduciary Education Curriculum (Part I)
These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.
Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings
With the final dust comfortably settling on this year’s tax season, we can know begin to put together the pieces of this new reality that may have plan sponsors and their service providers rethinking their long-held strategies.
How to Counter the Top 5 Excuses People Are Using to Explain Why They’re Not Saving Right Now for Their Own Retirement
Looking for an equal and opposite reaction for those intent on continued delays in saving for retirement? This article reveals 5 effective counter punches.
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