401k Plan Optimization, Compliance, Investment & Partners

An employee benefits survey gives organizations a direct line into what their workforce actually values, rather than relying on assumptions or industry benchmarks alone.  It helps identify gaps between what’s offered and what employees need — whether that’s retirement support, healthcare coverage, mental health resources, or flexible work options — so benefits do...

Empower just closed a $340 million deal to acquire Milliman’s retirement and benefits administration business — adding about 750,000 DC and 780,000 DB participants across 1,500 plans. It’s the latest in a string of scale-building acquisitions (Personal Capital in 2020, then MassMutual and Prudential’s retirement divisions), but this one is diff...

Fewer employers are offering generous 401(k) matches and flexible work arrangements this year, according to new SHRM research—a shift that could have consequences for hiring and retention even as companies look to cut costs.

A recent Empl...

PEPs may be one of the retirement industry’s hottest topics, but don’t let the buzz fool you—just because it’s a PEP doesn’t mean it’s the right PEP.  While pooled employer plans can reduce administrative burden and shift certain fiduciary responsibilities, they are far from one-size-fits-all.

At a recent TPSU progr...

The wealth management and retirement plan industries are becoming more connected as advisory firms, recordkeepers, and asset managers look for new ways to serve both plan sponsors and participants.  Instead of focusing only on 401(k) plan support, more firms are expanding their services to include broader financial wellness, retirement readiness, and wealth management op...