Tag: Plan design

The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. 

At the same time, employees in ESPPs are using company stock to address financial wellness needs.

The new solution aims to help advisers provide smaller plans with a “big plan experience.”

“Employers and their advisers stand to benefit from making it easy and convenient for these young adults to save and espouse constructive financial habits at a critical time...

J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs. 

PLANADVISER learns from Morningstar's research team about a new benchmarking service comparing 20,000 DC retirement plans to establish better comparisons of qualified plan costs versus IRAs.

The modeling tool assesses plan health and makes suggestions for improving it.

Advisers can help retirement plan sponsors design their plans and financial wellness programs to get participants to defer enough to receive the company's matching contribution.

With less than generous government retirement income provisions, Americans can benefit from effective advice about managing finances in order to contribute more to retirement savings plans.

Smaller plans traditionally have lagged behind large plans when it comes to embracing best practices under ERISA, but survey data shows the picture is changing.