Recordkeepers and Their Providers: Diligence!
The role of employers in helping workers plan and save for retirement is growing and recordkeeping service providers are responding with expanded offerings, often provided through third parties. Accordingly, when selecting and monitoring recordkeepers,…
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Saving for Retirement: Technology Helps
Retirement plan service providers have been investing in online tools and content to keep plan participants more engaged, informed and active in managing their paths to retirement. Recent research illustrates how digital experiences are…
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10,000 A Day?
That’s how many Baby Boomers are retiring—each day. In 2024, the United States will have more 65 year olds then at any other time in history. Experts observe that those planning for retirement are…
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ERISA Bond and Fiduciary Liability Insurance?
Yes! These two different forms of protection exist for different reasons. Experts explain the purpose of each and the important roles these protections play in employer sponsored retirement plans. Understand the coverages you need as…
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The Duty of Prudence: 5 Compliance Actions
The Supreme Court’s decision in Hughes v. Northwestern University earlier this year did not add or change fiduciary standards. Nevertheless, the case shone the spotlight on the duty of prudence by plan sponsors in…
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Chasing The Lowest Fees?
If the swirl of excessive fee lawsuits has you chasing down the retirement plan providers offering the lowest fees, hit pause. The fiduciary obligations of plan sponsors do not require committing to the options…
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September’s Coming…
Regulations, employee turnover, cybersecurity guidelines, investment options in bumpy times—these and more mean retirement plan sponsors never have a dull day. With September fast approaching, it’s time to make note of important actions needed…
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Three Levels of Responsibility: Cybersecurity
Though we all know cyber threats are out there and we are in some way responsible for the protection of the retirement plan, we are not always clear on the specific kinds of actions that…
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Quantifiable Results?
Planning, saving and investing for retirement has always been full of unknowns and these days, retirement plan participants and sponsors alike find themselves particularly bleary eyed. Experts encourage plan sponsors to try focusing on…
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