Self-directed 401(k) participants take the long view, but need direction on scale of offerings

In a report that highlights generational differences, baby boomers had the highest SDBA balances, followed by Gen X and millennials, but all need practical education from plan sponsors to provide their individual desired outcomes.

By Kristen Beckman | March 26, 2024 at 10:47 AM

Account balances within self-directed brokerage accounts (SDBAs) continue to decline quarter over quarter, although they remain above last year's figures, according to Charles Schwab's SDBA Indicators Report, which tracks participant investment activity across the firm's SDBAs.

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1 Here's what self-funded health plans pay indie carriers for administration

2 Pennsylvania governor signs pharmacy benefit manager bill

3 DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

4 House Republican proposes making PBMs fiduciaries

5 Medical stop-loss premiums rise 11.5% for self-funded plans

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Financial planning webinars: A new way to highlight a company's full benefits package

By Bryce Sanders | July 26, 2024

The purpose would be to use financial planning training as a vehicle to highlight all the benefits the company provides to employees, like health care, parental leave and tuition reimbursement.

Financial planning webinars: A new way to highlight a company's full benefits package

DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

By Lynn Cavanaugh | July 26, 2024

A preliminary injunction, granted Thursday by a federal judge, puts the implementation of the Labor Department's controversial new Retirement Security Rule, set to take effect September 23, on hold until further order of the court.

DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

IRS: New guidance on required minimum distributions, reflecting SECURE 2.0 changes

By Lynn Cavanaugh | July 25, 2024

The new RMD rule, finalized by the IRS, requires annual minimum inherited retirement assets to begin the year after the participant's death.

IRS: New guidance on required minimum distributions, reflecting SECURE 2.0 changes

4 Ways Self-Funded Health Plans Benefit Companies of All Sizes link

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4 Ways Self-Funded Health Plans Benefit Companies of All Sizes

Discover how self-funded health plans and Third Party Administrators (TPAs) can significantly improve healthcare cost management for companies. Explore the advantages that empower employers of all sizes to optimize benefits while effectively controlling expenses.

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Self-directed 401(k) participants take the long view, but need direction on scale of offerings

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1 Here's what self-funded health plans pay indie carriers for administration

2 Pennsylvania governor signs pharmacy benefit manager bill

3 DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

4 House Republican proposes making PBMs fiduciaries

5 Medical stop-loss premiums rise 11.5% for self-funded plans

Financial planning webinars: A new way to highlight a company's full benefits package

DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

IRS: New guidance on required minimum distributions, reflecting SECURE 2.0 changes

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Self-directed 401(k) participants take the long view, but need direction on scale of offerings

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1 Here's what self-funded health plans pay indie carriers for administration

2 Pennsylvania governor signs pharmacy benefit manager bill

3 DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

4 House Republican proposes making PBMs fiduciaries

5 Medical stop-loss premiums rise 11.5% for self-funded plans

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Financial planning webinars: A new way to highlight a company's full benefits package

DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

IRS: New guidance on required minimum distributions, reflecting SECURE 2.0 changes

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