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 industry...
Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’s the Netf...
Every plan provider has crossed paths with one — the advisor who talks a big fiduciary game but c...
There’s a metric that every plan provider loves to brag about: enrollment rates. Auto-enrollment ...
Let’s clear something up right away: just because your 401(k) plan isn’t in the Fortune 500 doe...
Here’s a story straight from the trenches of the 401(k) world: the parties in a long-running exce...
In the retirement plan world, there aren’t many do-overs. You don’t get to “try again” afte...
In this business, every conference has that one person who wants everyone to know they’re the sma...
