Enhancing Emergency and Retirement Savings Act Unveiled
The bill would encourage retirement plan participation by giving people penalty-free access to funds in the event of an emergency.
Tag: 401k
FPS, iJoin Offer Automatic Rollovers From 401(k)s to IRAs
The service is designed for small accounts with less than $5,000.
Client Service
Trends
Products
Client Service
How to Prevent Retirement Plan Leakage
Educating participants about the importance of remaining committed to retirement savings and of the value of consolidating accounts is a good place to start, experts say.
Hypothetical Trade-Off Scenarios
Participants are willing to ‘spend’ money to get free money from their employer.
iJoin, PenChecks Automate Force-Out IRA Processing
The firms say it can replace what has traditionally been a tedious, manual process.
When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees
The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants.
Deals & People
M&A Update: Cammack and Atlanta Retirement Partners Find New Homes
The retirement planning and advisory industry is rapidly changing this year, with two more major acquisitions already being announced by CAPTRUST and OneDigital.
Practice Management
Transformational Trends
2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry.
Client Service
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
Trends
Products
Client Service
Compliance
Client Service
Trends
Investing
Data & Research
Client Service
Practice Management
Tracking Part-Timers’ Hours
How they count hours, implement cash-outs and find missing participants are some of the processes plan sponsors need to review for the SECURE Act’s new requirement.
ShareBuilder 401k Announces Fee Wavier Program
The firm says it is waiving set-up fees on all of its 401(k) plans through December 22.
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award.
What Biden’s Win Means for Retirement Plans
Experts say the president-elect could start the process of shoring up Social Security and embrace ESG investing.
Exploring the Lost Opportunities of Small IRA Rollovers
Retirement industry experts say automatic portability could be the solution to a pervasive problem.
New Take on the 401(k)
Biden’s controversial retirement savings tax credit proposal.
Pandemic Will Have Negative Impact on Retirement Savings in Years Ahead, Natixis Says
In releasing its 2020 Global Retirement Index, the investment manager outlines obstacles to retirement savings but says expanding coverage to more people and pairing that with automatic features can mitigate the challenges.
Workers Need Help on Retirement Income
They expect 44% of their retirement income will come from their 401(k), according to Charles Schwab, and half said they would benefit from financial advice.
PANC 2020: Inside the Mind of the Small Business Owner
There are a few surprisingly common things advisers do that really alienate this key market segment.
Sign-up Here for the 2021 Top 100 Retirement Plan Adviser Process
Individuals and teams interested in being considered for PLANADVISER’s 2021 Top 100 Retirement Plan Adviser designation should complete our short registration form by Wednesday, September 9. This first step only takes a moment, so don't wait!
15th Anniversary of RPAY: Stace Hilbrant
The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation.