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401khelpcenter.com, January 23, 2013
Why You Need to Consider Retirement Plan Advisor Due Diligence
By Trisha Brambley
Today, 75% of Plan Sponsors use the services of an Investment Advisor for their retirement plan*. Many of these plans (up to 75%) do not have a specialized Retirement Advisor while others may have outgrown the Advisor they do have. The providers too are seeing an increase in companies looking for that “best fit” Advisory Firm. A high quality firm can offer outstanding investment and retirement plan expertise. Plan Sponsors are looking for more from their advisors than ever before. Many want a more knowledgeable and specialized retirement advisor, or are looking for help supporting their employee education program or want help minimizing costs.† Committee members think about changing advisors as their plan, or need for help, grows. For these reasons, many Plans Sponsors embark on a due diligence process to find the best advisory firm for their plan and their employees.
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Defined Contribution Insights, May/June 2012
How to Get Younger Participants to Save for Retirement
By Trisha Brambley
If you sponsor a 401(k) plan, or provide services to one, you know the younger, lower-income employee is less likely to contribute at sufficient levels to achieve a comfortable retirement. According to EBRI’s 2011 Retirement Confidence Survey, only 32 percent of employees ages 25 -34 have even tried to calculate how much money they will need in retirement. Download How to Get Younger Participants to Save for Retirement (PDF).


USA Today, November 30, 2011
Most companies restore 401(k) contributions

Of 260 companies that discontinued or reduced their 401(k) matching contributions in the downturn, 75% have now restored them [Read more]