Reflections on TPA Day and the value of an advisor - TPA partnership
National TPA Day symbolizes the importance of a plan consultant relationship with a plan advisor’s success.
How to prudently manage retirement plan operations as a fiduciary
Being a retirement plan fiduciary is serious business, but it doesn’t have to be overwhelming.
Why save in your 401(k)?
Although the term 401(k) plan can be a bit of a mystery, as your company’s retirement plan, it’s one of the best ways to build your financial future. Are you on the fence about whether 401(k) saving is right for you? Here are seven good reasons to get started today.
How can Millennials achieve financial wellness?
As we’ve learned in our annual Financial Stress Survey, far more Millennials report feeling financially stressed than do Baby Boomers
Gen X needs help with financial wellness on the way to retirement
Generation X is under more financial stress than their younger and older co-workers, and they are further behind in saving for retirement.
What is a 401(k)?
One of the most powerful ways for individuals to save for retirement and prepare for a financially confident future is through periodic investment plans offered at work.
How a managed account can make saving for retirement less scary
Deciding how to invest retirement savings can be challenging and intimidating.
Brief guide to the basic duties of a retirement plan fiduciary
Offering a retirement plan comes with a good deal of responsibility—personal responsibility—that plan sponsors and advisors must follow to avoid lawsuits or regulatory sanctions.
Managing a 401(k) through a market downturn
Investing for a long-term goal like retirement takes planning, patience, and discipline.
Promoting your 401(k) practice: the annual compliance calendar
What’s the best way for 401(k) plan advisors to promote their value to clients and prospects?
Designing a 401(k) plan: deciding who’s eligible
Employer-sponsored retirement plans play a significant role attracting and retaining employees, with 401(k) plans leading the pack.