Cybersecurity and Audits?
Show me! Three years in, that’s what the Department of Labour (DOL) is asking businesses vis a vis responsiveness to its 2021 guidance on cybersecurity. Specifically, plan sponsors need to be ready to present…
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Magic Number: $1.46 Million
In another sign that much of our life planning and decision making continues to reflect a line in the sand (before pandemic/after pandemic), the amount of money Americans believe is needed to retire safely…
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Understanding Retirement Plan Fees
Clarity around fees is a major concern for retirement plan sponsors, given their fiduciary obligations to participants. To that end, periodically benchmarking the fees and services associated with the plan is key. Here’s a…
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SECURE 2.0 in 2024: Key Changes for Employers
Understand the key changes brought by SECURE 2.0 in 2024 that can help companies strengthen their retirement plans and better address the needs of employees. Changes include age-based contributions, student loan matching, emergency savings,…
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Flex-Tirement? Grand-ternity?
Baby Boomers are living longer than earlier generations, and many have developed skills employers rely on: if every eligible Boomer fully retires as soon as eligible, employers will face labor shortages. No wonder businesses…
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More Grandparents Than Grandchildren?
That’s the trend in the United States, where fewer births and longer lives are resulting in lots of tense conversation about retirement savings. Will we make it? Some experts say it’s time to push…
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One Size Fits All? No Thanks…
How many of your current employees would change jobs in a heartbeat if offered better benefits at a different company? A survey conducted by TIAA’s Nuveen offers this answer: 7 in 10. Specifically, employees…
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Productivity Vs Cybersecurity?
Perhaps not surprisingly, employees are often more concerned with accomplishing their tasks quickly, than with workplace cybersecurity. As a result, many, knowingly or not, are going around “cumbersome” cybersecurity protocols. Use of unapproved apps and…
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Best Practices for Retirement Plan Sponsors
As fiduciaries, plan sponsors must take an active role in overseeing the plan, even when outsourcing. Here are examples of best practices for plan sponsors related to keeping all participants engaged and informed, avoiding…
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