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Oct 2018Surprise--Your Retirement Plan Participants May Be Hiring Advisors and Using Plan Assets to Pay for Them
In this week's Top of Mind, Mike Webb discusses retirement plans that allow participants to hire individual advisors and pay them using plan assets.
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Oct 2018Budgeting and Retirement Plan Engagement
In this week's Top of Mind, Mike Webb shares how some retirement plan recordkeepers are using budgeting portals to help plan participants save more for retirement.
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Oct 2018Don’t Pay Full Price!
In this week’s Top of Mind, Mike Webb discusses how utilizing cost saving apps can help make saving for retirement more affordable.
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Oct 2018Yes, I Know You Don’t Want to Conduct a Retirement Plan Recordkeeper RFP. But Here’s Why You Should.
In this week's Top of Mind, Mike Webb explains why plan sponsors can benefit from going through the RFP (request for proposal) process.
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Sep 2018Does Saving for Retirement ALWAYS Make Sense? Some Top of Mind Reader Feedback
In this week's Top of Mind, Mike Webb summarizes a reader's detailed response to a recent Top of Mind post on when saving for retirement might not make sense.
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Sep 2018Some Top of Mind Thoughts on President Trump's Retirement Executive Order
On August 31st, the Friday before Labor Day; President Donald Trump signed an executive order; that if fully carried out, could provide for some significant changes to retirement plans.
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Sep 2018Now that Summer's Over, Something to Worry About for the Fall
I hope all of you who work for or with retirement plan sponsors had a delightful summer! As for the fall, it is about to get interesting for most of you mainly due to the Bipartisan Budget Act of 2018, more commonly known as the Tax Reform bill.
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Sep 2018The Good News and Bad News Regarding the Recent IRS Ruling on Student Loan Repayment Assistance Programs
Those of you who follow me on Twitter, already know that I am a HUGE fan of student loan repayment assistance programs. Student loan debt is one the main reasons why millennials do not save for retirement at a time when saving for retirement is critical due to the time value of money.
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Aug 2018When Saving for Retirement MIGHT Not Make Sense
It makes a ton of objective sense in most cases to voluntarily save to a retirement plan particularly if you are young and your company makes an employer matching contribution. However; there are some scenarios where saving for retirement MIGHT may not always be the best option.
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Aug 2018Don't Believe Everything You Read!
The old adage “Don’t believe everything you read” applies to retirement-related articles as well.
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