How to Train Your AI ‘Coworker’
OneDigital’s AI-powered consultant, ‘Ben,’ is not just surfacing knowledge about employee benefits, but a collaborative equal to team members.
EXCLUSIVES
Succession Planning Beyond the C-Suite
Advisers discuss how they are identifying and developing future leaders across departments.
Next-Gen Advisory Leaders Focus More, Wear Fewer ‘Hats’
Gary Wagner, president of the Carnegie Investment Counsel, shared his thoughts on the need for specialization by advisers.
Understanding Distribution Taxes and Penalties
Knowing how participants will, or won't, be taxed on their DC plan distributions
Roth’s Role in Plan Distributions
The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan distributions.
Roth Catch-Up ‘Playbook’ Can Guide Advisers Through Compliance
Plan advisers can be crucial guides who ensure plan sponsors, recordkeepers and payroll providers understand Roth catch-up contributions.
Making Roth Real
How plan advisers are helping participants understand Roth contributions to retirement plans.
Availability of Contribution Options Across Plan Sizes
Adoption of Roth, after-tax and catch-up contribution options varies, sometimes dramatically, across plan sizes.
Advisers ‘Playing ‘Quarterback’ as IRS Changes Roth Rules
Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer.
CITs Outpace Mutual Funds in 2024
Collective investment trusts continue to win assets at a breakneck pace.
DC Consultants, Advisers Weigh Capital Preservation Options
Unusual interest rate conditions mean money market fund yields—based on short-term investments and debt—are outpacing stable value crediting rates.
Rapid Growth in CITs Fueled by Small Plan Adoption
Collective investment trusts now hold nearly 30% of DC plan assets, rising from just 13% a decade ago; experts predict...
The Evolution of the DCIO Sales Model
Investment firms are increasing emphasis on developing relationships with CIOs and others responsible for approved fund lists and 3(38) programs.
Maximizing HSAs: What the OBBB Act Has Changed
Cat Torres, from Sentinel Group, discusses how recent developments have introduced new opportunities for HSA eligibility.
Turning HSA Owners into Savvier Investors
Health savings account owners were 22% more likely to contribute if they received practical, encouraging messaging from benefits providers, according...