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Retirement Savers, Investors Believe AI Will Change Everything
A wide majority of investors believe artificial intelligence (AI) will be an investing and trading game-changer and help advisors better serve clients, yet most (thankfully) also believe AI will never replace human advice. Morgan Stanley Wealth Management recently announced the results of its quarterly individual investor pulse survey. The results... Read More >>
Don’t Put Your Plan at Risk: PSCA National
A breakout workshop at PSCA’s National Conference on May 5th provided attendees a practical checklist of items to review annually to ensure their plan is legally compliant with all regulations. The workshop was presented by Ira Finn, Ryan Specialty Group, Maryanne Vuckovich, PMB Real Estate Services, and moderated by Samuel Haines, MMA Retirement... Read More >>
401(k) Contributions up in Q1, but Mixed Bag for Other Stats
According to Bank of America’s latest 401(k) Participant Pulse report, there was some good news to offset the less favorable news amid ongoing economic headwinds. Notably, the firm’s first quarter, 2023 data shows that fewer participants took loans, but for higher amounts, while hardships increased in number and amount. At the same time,... Read More >>
Be a BOSS, don’t let your participants get lost!: PSCA National
One of the breakout workshops at PSCA national focused on the much talked-about challenge of tracking down missing participants. Judging by the hundreds of session attendees, it is a topic top-of-mind for plan administrators. The workshop was presented by plan sponsors Sharon Heymans with Occidental Petroleum Corporation, Rick Kucirek with Christ... Read More >>
Analyzing Participant Data by DEI Factors
Sponsored by MFS Investment Management. As there has been some recognition in the industry in the last couple of years about the retirement savings gap by gender and race, and many articles discussing how companies can beginning to address these gaps, we wondered if plan sponsors are looking at their participant data (participation and... Read More >>