Industry Insights

Industry Insights

The Time Is Now to Optimize DC Plan Loan Policies
The COVID-19 pandemic has exposed many financial vulnerabilities, both for companies and employees, and it has highlighted how company-sponsored retirement savings plans are sometimes used...

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Consider Near- and Long-Term Issues Before Implementing CARES Act Provisions
Employers should consider near- and long-term issues before implementing CARES Act provisions, as discussed in a recent PLANSPONSOR article by Bradford Campbell...

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Corporate Leadership Today Will Build Financial Resilience
COVID-19 is causing an extraordinary and unprecedented economic disruption. Effectively mitigating both short- and long-term impacts requires decisive action....

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Keeping 401K participants on track during COVID-19
Retirement plan fiduciaries play an important role in the administration of defined contribution (DC) retirement plans....

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Five Practical Barriers to Better Retirement Outcomes
The Defined Contribution Investment Industry Association (DCIIA) just released a new whitepaper, coauthored by Custodia’s Rennie Worsfold, entitled “Five Practical Barriers to Better Retirement Outcomes:...

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Are Plan Loans the Newest Financial Wellness Tool?
The Bi-Partisan Budget Act of 2018, which went into effect last year, included provisions to make it easier for participants in qualified retirement plans to...

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March Madness and the Road to Retirement
Like with the NCAA March Madness, chance can come into play on the road to retirement. Millions lose their jobs and many have outstanding...

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Overcoming Participant Inertia: 401(k) Automation Is Still the Answer
After the Pension Protection Act of 2006, automation emerged as a standard that delivered impressive results—but we as an industry aren’t done with automating the...

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2019: Another big year for 401(k) loan leakage awareness
Year after year, new research and industry developments have consistently emerged underscoring the severity of 401(k) loan defaults after job loss....

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401k ‘Cholesterol’: Are Loan Defaults a Financial Health Hazard?
Most of us learn about LDL when we visit our doctors each year. In a physician’s office, LDL stands for low-density lipoprotein, commonly known as...

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Ready for a “Mind Blowing Conversation” about 401(k) Loan Programs?
Could retirement plan loans be the next big fiduciary concern for plan sponsors? Multiple regulators are taking a harder look at the retirement plan loans,...

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