Practice management
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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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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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Retirement plans in June continued to reflect the ups and downs of the economy
Since the pandemic kicked off market volatility in February, the economy has been on a rollercoaster ride. We continue to watch the actions our retirement plan participants are taking to gauge the impact the changing economy is having on them, so we can try to help them with timely and targeted engagement.
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Seven back-to-office cybersecurity tips
As you begin to bring employees back to the office, you may need to take special steps to safeguard your company’s network.
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Actions taken by retirement plan participants reflect May’s mixed bag of news
In May, we saw that most participants are staying the course. But those who’ve been affected by the pandemic are finding some relief in the CARES Act.
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How 401(k) participants responded to the CARES Act and market volatility in April
COVID-19 has inflicted a good deal of financial damage, and many Americans are starting to look to their retirement plans for relief. Our data shows the actions they're taking and how those compare with the old normal.
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The market moved in March, but 401(k) participants didn’t
The stock market swung up and down wildly in February and March 2020. As financial professionals, you spend a lot of time teaching investors not to react emotionally when the market goes crazy. And it looks like people have been paying attention—for now.
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How to protect your small business from COVID-19-related scams and cybersecurity threats
The federal aid made available by the CARES Act, combined with widespread anxiety and uncertainty, creates perfect conditions for scammers and hackers. Having the right controls in place can help you protect your business and your employees from hacking and fraud.
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Seven ways ERISA can guide your meetings and help you grow your business
Manage and grow your book of business more efficiently.
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