For years, recordkeepers sold the idea that technology solved everything. “Our platform is seamless,” they’d say, which is usually code for “It mostly works if nobody touches anything.” But the truth is simple: your recordkeeping system isn’t just...
Plan providers hear it all the time: “Our employees don’t care about the 401(k).” That’s usually employer-speak for “We haven’t communicated anything in three years and HR is tired.” Employees aren’t apathetic—they’re overwhelmed, confused...
Everyone in the retirement plan world claims to be “participant-centric.” It’s the ...
One of the most persistent myths in the 401(k) universe is the idea that the third-party ...
If there’s one consistent truth in the retirement plan world, it’s that nothing stays...
If you’re a plan sponsor reading this, you can sit back, relax, and think, “I’ll ne...
Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’...
Every plan provider has crossed paths with one — the advisor who talks a big fiduciary ...
By Ary Rosenbaum Every few months, I hear a plan sponsor brag, “Our provider said th...
We’ve all heard it: “Don’t leave free money on the table.” It’s the classic pit...
