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Small business retirement plans—partnering for success
A strong recordkeeper relationship can help give financial professionals a real edge in the small retirement plan market. Here are a few questions to help gauge the strength of your provider partnerships.
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Women and retirement savings—three challenges that hinder success
Unique financial and lifestyle issues hinder women’s efforts to save for retirement. Learn what they are and ways to help close the retirement savings gap.
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Active or passive investing—choosing the right one for your retirement plan
Both passively and actively managed funds can play important roles in a 401(k) plan investment lineup. Here’s a brief look at both types of funds, as well as some of the factors to consider when deciding which ones are right for your plan and participants.
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Three participant realities—and ways to improve your next retirement readiness assessment
Inspired by the research in our “State of the participant 2021” report, here are three observations on what retirement plan savers are going through today—and next steps you might consider to ease their journey going forward.
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How to use LinkedIn to build your business
LinkedIn can help you prospect, engage, and showcase your value to potential retirement plan prospects. And we can help you turn a few minutes on LinkedIn every day into a new pipeline of retirement plan business.
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Five tips to get the most out of visiting colleges
Visiting campuses can be one of the most exciting things about deciding where to go to college. It’s often your first taste of the undergraduate lifestyle. How are the classroom facilities? Which types of dorm rooms do they have? How’s the food? Which kinds of social activities are available?
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Tips on managing your money—and your retirement savings—in a pandemic
Learn ways to stay on top of your finances during times of uncertainty and why you should keep your retirement intact.
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Cybersecurity guidance from the DOL for retirement plan fiduciaries
The DOL has issued three documents outlining cybersecurity tips and best practices. Retirement plan fiduciaries need to take the threat seriously by adopting the DOL’s best practices and tips for plan fiduciaries, service providers, and plan participants.
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What you need to know about new comparability plans
Qualified retirement plans that offer customizable contribution levels can be a good fit for many small businesses.
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When are participant change notices required under ERISA 404a-5?
Being a plan sponsor comes with administrative and fiduciary duties. Knowing whether a retirement plan event triggers the need to send a change notice or not is one of those confusing areas that can require guidance. This guide can help you understand your requirements beyond the annual and quarterly notices.
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