Contact information:
John Ryan
VP, Senior Communications Manager
630.472.5986
jryan@mtrustcompany.com
jryan@mtrustcompany.com
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 30, 2019
(k)ollision (k)ourse: How Millennials, Small Businesses, and the Gig Economy are Set to Disrupt the 401(k)
In this article for Journal of Compensation and Benefits, Kevin Boyles, VP, Business Development Director, discusses the disruption on the horizon for the 401(k) industry and how more is not always more.
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.
July 9, 2019
Adviser opportunities in the gig economy
As the number of workers in the gig economy continues to increase, learn how opportunities can arise for advisers in this InvestmentNews article.
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 24, 2019
Why employers should help workers save for emergencies
In this Employee Benefit News article, Terry Dunne explains why employers should play an active role in their employees’ financial wellness and how they can implement an emergency savings benefit.
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.
May 24, 2019
Emergency Savings: A Step on the Road to Retirement Security
According to a January 2019 Bankrate Financial Security Index survey, 60% of respondents could not pay a $1,000 expense. Terry Dunne shares how employers can help their employees save for both the future and the short-term in this article for 401k Specialist.
May 13, 2019
Even with Open MEPs, state-IRAs, millions would still be without access to a workplace retirement plan
With legislation like The Secure Act & RESA making headway, along with the increased push for state-sponsored plans, it may seem like retirement saving solutions for small businesses are on the horizon.
April 12, 2019
DOL’s Target for Missing 401k Participants Is ‘Zero’
As the DOL increases its scrutiny of plan sponsors’ efforts to locate missing participants and prevent participants from going missing in the first place, Terry Dunne shares how search processes and automatic rollovers can help plan sponsors meet their fiduciary responsibilities.
April 5, 2019
Millennial Misconceptions: Younger Workers Prioritize Retirement
Millennials may make different life choices than previous generations, but they are also more engaged at an earlier age with retirement savings in the workplace. Learn how employers and advisers can help the largest generation in the workforce better prepare for retirement in this article for PLANADVISER.
March 11, 2019
Why Direct Rollover IRAs Make Sense as Retirement Income Solutions
The pressure for defined contribution plans to extend their relationships with participants into retirement is increasing. Plan providers can strengthen their relationships with plan sponsors by providing them a simple retirement income solution for their participants.