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Your retirement savings account needs a regular care routine, too
Learn how to help secure your retirement account.
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Best practices for your next 401(k) RFP to assess relationship management
Many of the questions that are asked in a recordkeeping request for proposal (RFP) haven’t changed much over the years. The next time you send out an RFP, consider new questions you might use to assess the value and service you can expect from your new recordkeeper and relationship manager.
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Use National 401(k) Day to help your participants—and your plan
Use National 401(k) Day to get your participants engaged in planning for retirement and to make sure your plan is still meeting your needs.
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What is a Roth 401(k)?
Learn about Roth 401(k) and how it can fit into your retirement saving strategy.
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IRS guidance for the CARES Act is worth the wait
Notice 2020-50 clarifies treatment of coronavirus-related distributions (CRDs) and explains increased loan limits and suspension of loan repayments.
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How COVID-19 has affected retirement plan sponsors and participants—our July update
The dichotomy of the stock market performance and unemployment in July set the stage for the uneven impact of the pandemic on both businesses and people, as we see in a July survey of our retirement plan sponsors and in our participant data.
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Considerations when evaluating 401(k) net investment fees as an ERISA fiduciary
Make sure your regular fund reviews include exploring alternative share classes.
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What to do before taking money out of your 401(k) in retirement
You need to plan for retirement withdrawals so you can prepare your 401(k) for its new job—supporting you.
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IRS provides relief and other guidance on 2020 required minimum distributions
Learn about recent RMD relief and guidance from the IRS.
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How a 401(k) fee policy statement can help protect you
A fee policy statement shows that you understand your 401(k) plan’s costs, which can protect you as a fiduciary.
Read more
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