Education
401k Plan Sponsors Are Asking For These Employee Educational Topics
There’s no question 401k plan sponsors know they need to up their game when it comes to employee education programs. According to one study, 80% of education programs on 401k offerings for employees are ineffective. Plan sponsors today seek solutions to better engage employees.
How 401k Plan Sponsors Can Mitigate Fiduciary Liability Associated with Target Date Funds
There are two strategic paths to use when it comes reducing liability. One approach occurs after the fact – after the target date funds are already in place. The other approach takes place before the target date funds are even placed on the 401k plan menu. Which is more reliable?
The Fiduciary Parent – The Ultimate Plan Sponsor Shouldn’t Overlook this Familiar Tool
When it comes to the definitive fiduciary, no one can play that role better than the parent. Parents constantly look out for their children. They want to give their children the best possible advantage to live a better life. Why not give them the ultimate head-start?
Has New Tax Law Twisted Business Owners Best Interests When It Comes to Retirement Savings Plans?
The Tax Cuts and Jobs Act preserved the sanctity of the treasured retirement contribution deduction – it even made it more important – but it also did a few things that might surprise some business owners.
Misperceptions Prevent Retirement Saving But These Remedies Can Alter That Reality
The financial decisions people make can reaffirm their perceived reality. A tweak here and there can change that reality.
How Math Anxiety Ruins Retirement – And What to Do About It
Math Anxiety can hurt retirement saving. Reversing the overall condition may be complicated. We can, however, isolate its negative impact on retirement and possibly reduce those effects.
4th Quarter Fallout: Mistakes 401k Participant Might Make After Reading Their Latest Statement
Are you afraid you might freak out if you see the results of a bad quarter reflected in the statement you are about to open? Read this and learn how to train yourself to avoid making rash (and wrong) decisions.
Recent Market Volatility Has Revealed This About Target Date Funds
It turns out there’s a downside to 401k participant engagement. Who knew?
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