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Top Industry Articles

Deals & People
Hub International’s Ambitious Vision for the Retirement Market

Linking health care and wealth management; maximizing practice efficiency and cross-selling opportunities; addressing individuals' insurance and financial wellness needs—Hub’s new retirement plan specialist advisers hope to do all of this and more.

November 13, 2019
Compliance
AutoZone’s Use of Prudential GoalMaker Criticized in New Lawsuit

The lawsuit alleges that GoalMaker served Prudential’s interests at the expense of participants’ by funneling retirement savings into proprietary investment products and into investments that paid revenue sharing to Prudential.

November 14, 2019
exclusives
Being Realistic About Longevity
More retirement plan participants are recognizing the financial implications of longer lifespans.
November 18, 2019
Compliance
IRS Proposes Changes to Tables Used in RMD Calculations

The purpose of any such updates would be to increase the effectiveness of tax-favored retirement programs by allowing retirees to retain sufficient retirement savings in these programs for their later years, the IRS says.

November 7, 2019
Compliance
2020 Contribution and Benefit Limits Announced

The limit on deferrals to 401(k), 403(b) and most 457 plans has been increased by $500.

November 6, 2019

401(k) Plan Ratings

Our retirement plan ratings help you understand the strength of your plan based on key features, including fees, company generosity, and the BrightScope Rating.

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"BrightScope has developed a 100% quantitative, independent analysis for 401k plans that will be a valuable resource for companies to benchmark their plans compared to plans of similar size, industry and demographics​."

-Craig Spitz, CFO Synteract, Inc. (2010)

Mutual Fund Analysis

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-Dave Logan, best-selling author of Tribal Leadership, www.davelogan.com

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"Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air."

- Carolyn Taylor, Weatherly Asset Management​

Insights

Build Practical Financial Know-How to Make Better Decisions

Retirement Plans
Boeing Plan Report (Updated)
Boeing Fee Settlement Highlights the High Bar for ...
BrightScope Editorial
401k Plans
IBM 401k Plan Report
IBM 401k plan still the largest, and one of the be...
BrightScope Editorial
Financial Planning
Portfolio - Money Trap
4 Investment Risks Warren Buffett Says You Should ...
Curtis Hollowell
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