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Five questions to ask when choosing a Taft-Hartley retirement plan recordkeeper
As a Taft-Hartley plan sponsor, ERISA requires that you follow a prudent process when selecting service providers—which includes evaluating service, performance, and cost. Make sure you ask these five key questions in your recordkeeper selection process.
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Three steps to help you avoid the dangers of credit card debt
As you save for the future, you also have plenty of things you need to pay for right now. Credit cards offer the appeal of instant gratification and can help out when you’re short on cash—but you must use them with caution. Here are three steps to help ensure that the cards in your wallet serve as valuable tools, rather than potential sources of trouble.
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How financial professionals can help reduce financial stress
Our annual financial stress survey shows that retirement plan participants who work with a financial professional are less burdened by financial worries and more likely to have a plan for retirement. When you take steps to alleviate your employees’ financial stress, you’re not only helping them make progress toward better financial health, you’re also boosting your business’s bottom line.
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Six ways to help reduce financial stress
Economic conditions change, but the basics of financial health do not. Use these strategies with your retirement plan participants to help them reduce their financial stress while they save for retirement.
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Is there relief from partial 401(k) plan termination during the pandemic?
Many businesses have been forced to make some tough decisions because of the pandemic—including laying off or letting go of staff. Normally, if a company lets go of a certain percentage of its active 401(k) participants in a plan year, the IRS can declare its 401(k) plan partially terminated, which triggers full vesting. But because of the COVID-19 relief package passed in December 2020, companies hurt by the economic slowdown may be able to avoid partial termination—if they meet certain requirements.
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Perspectives on the role of the financial advisor from three successful women advisors
More than a third of financial advisors is expected to retire in the next 10 years. With women making up only 18% of financial advisors, there is ample opportunity for women to step into the role. So, we asked three leading female financial advisors about how they got where they are today, why they like what they do, and how the industry might try to attract more young people—and more women—to this rewarding career.
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2020’s lessons for 401(k) participants and financial professionals
Now that 2020 is hindsight, it’s important to look back and see what lessons it has for us. We’ve taken a look at the actions our retirement plan participants took in 2020 to gauge what kind of help they may need as they look forward in 2021.
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Five things you should know about the IRS’s latest 401(k) plan restatement cycle for preapproved plans
Learn about the 401(k) plan restatement process and the document options that are available to plan sponsors.
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The three layers of retirement plan cybersecurity: a primer for fiduciaries
Learn about the three layers of retirement plan cybersecurity due diligence.
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In your 20s? How to afford your new life—while saving for retirement
You’ve landed a great job and this awesome thing called a paycheck! You also have student loans and a car loan, and your parents are saying you need to save for retirement. How are you supposed to do all that?
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