Media Inquiries:

Kevin Dinino

619.739.4265 (Direct)
October 24, 2019
A 401k Year End ‘To Do’ List

As plan sponsors prepare for 2020, ensuring plan documents are up-to-date and key tasks are completed can help potentially reduce fiduciary liability heading into the new year.

October 22, 2019
Doing What's Right to Help Americans Save

CEO Gary Anetsberger shares perspectives on underlying factors of the retirement crisis and why there is both an economic and moral case for the industry to take steps that can help make a difference for WorldatWork. 

October 8, 2019
Plugging the Leak: Uncashed Distribution Checks

Terry Dunne discusses the continued slow drip of defined contribution plan leakage and how the expansion of automatic rollover IRAs can help alleviate the issue in PlanAdviser.

September 20, 2019
One 401k Size DOES NOT Fit All

Every day you tailor purchases to your immediate needs, which depend on the combination of utility and price of goods within your budget. The same concept is true for employers and what type of retirement plan they need. Terry Dunne explains the diverse needs of prospective retirement plan clients in 401kSpecialist.

August 20, 2019
Many Small Businesses Don’t Understand Retirement Plan Options

Small businesses employ nearly half of working Americans, yet many don’t offer any type of retirement plan. Obstacles and misconceptions, such as limited awareness of options and perception that plan costs are too expensive, are some of the factors Terry Dunne discusses in this article for 401k Specialist.

July 31, 2019
Retirement Crisis Solutions: Closing the Small Employer Gap

As Americans face a growing retirement crisis, many employees across the country do not have access to a workplace retirement plan. Overcoming misperceptions of plan options can improve access and help both employers and employees in small businesses.

July 15, 2019
What to Know as Millennials Approach Middle Age(!)

It may be surprising to many, but leading-edge Millennials are approaching middle age, and they’re entering these years with less financial security than previous generations. Both employers and advisors can help them save.

June 28, 2019
For Retirement Security, Cast a Wide (and Cost-Efficient) Net

In this PlanAdviser article, Kevin Boyles discusses proposed solutions for increasing retirement access, like MEPs and state-sponsored retirement plans, and how millions of employees at small businesses, as well as gig workers, still need other innovative solutions.

June 20, 2019
4 Fiduciary Threats to 401(k)s Now

While 401k plan fiduciaries have diligently addressed fees, investment menus and transparency, the regulatory ground shifted beneath their feet. Learn more about where plan sponsors and administrators should focus their fiduciary efforts. 

June 19, 2019
Orderly Dissolution: Best Practices for Bankruptcy Plan Terminations

Retail bankruptcies and corporate debt are on the rise, and economic contraction is inevitable after an unusually long bull market. With that in mind, retirement plan administrators should be mindful of procedures related to the orderly dissolution of their retirement plan in the event of a bankruptcy proceeding.