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Displaying 496 results for: ERISA Fidelity Bond
ERISA 05.28.2024

Magic Number: $1.46 Million

  In another sign that much of our life planning and decision making continues to reflect a line in the sand (before pandemic/after pandemic), the amount of money Americans believe is needed to retire safely…
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Magic Number: $1.46 Million
ERISA 05.28.2024

Understanding Retirement Plan Fees

  Clarity around fees is a major concern for retirement plan sponsors, given their fiduciary obligations to participants. To that end, periodically benchmarking the fees and services associated with the plan is key. Here’s a…
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Understanding Retirement Plan Fees
ERISA 05.21.2024

SECURE 2.0 in 2024: Key Changes for Employers 

  Understand the key changes brought by SECURE 2.0 in 2024 that can help companies strengthen their retirement plans and better address the needs of employees. Changes include age-based contributions, student loan matching, emergency savings,…
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SECURE 2.0 in 2024: Key Changes for Employers 
ERISA 05.21.2024

Flex-Tirement? Grand-ternity?

  Baby Boomers are living longer than earlier generations, and many have developed skills employers rely on: if every eligible Boomer fully retires as soon as eligible, employers will face labor shortages. No wonder businesses…
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Flex-Tirement? Grand-ternity?
ERISA 04.24.2024

More Grandparents Than Grandchildren?

  That’s the trend in the United States, where fewer births and longer lives are resulting in lots of tense conversation about retirement savings. Will we make it? Some experts say it’s time to push…
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More Grandparents Than Grandchildren?
ERISA 04.24.2024

One Size Fits All? No Thanks…

  How many of your current employees would change jobs in a heartbeat if offered better benefits at a different company? A survey conducted by TIAA’s Nuveen offers this answer: 7 in 10. Specifically, employees…
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One Size Fits All? No Thanks…
ERISA 04.18.2024

Productivity Vs Cybersecurity?

Perhaps not surprisingly, employees are often more concerned with accomplishing their tasks quickly, than with workplace cybersecurity. As a result, many, knowingly or not, are going around “cumbersome” cybersecurity protocols. Use of unapproved apps and…
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Productivity Vs Cybersecurity?
ERISA 04.18.2024

Best Practices for Retirement Plan Sponsors

  As fiduciaries, plan sponsors must take an active role in overseeing the plan, even when outsourcing. Here are examples of best practices for plan sponsors related to keeping all participants engaged and informed, avoiding…
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Best Practices for Retirement Plan Sponsors
ERISA 04.15.2024

Fiduciary Basics for Plan Sponsors

  Even as The Department of Labor continues efforts to clarify the fiduciary rule, it’s critical for plan sponsors to understand and act in accordance with the fundamentals of the role under the standards of…
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Fiduciary Basics for Plan Sponsors