Offering the right blend of benefits for your target talent pool can give your company a competitive edge. While there’s no ideal benefits package, there are tactics you can use to find one which best fits your organization.

Participant pop quiz. Do you know the basics about preparing for retirement?

With the significant rise in revenue sharing litigation, it behooves plan fiduciaries to confirm and document the prudence and appropriateness of any revenue sharing arrangement.

The ever-growing burden of student loan debt looms menacingly over many Americans, crippling their ability to save for retirement and other financial goals. Consequently, some employers are taking a more proactive approach to investing in their employees by enacting programs which allow workers to direct retirement plan contributions toward paying down their debt.

Some sponsors may anticipate their relationship with participants will naturally wind down at retirement, even though only about one in five sponsors prefer participants to leave their plans when they exit the workforce. Sponsors should carefully weigh the pros and cons of encouraging retirees to remain on board.

Plan Sponsor Q&A - Q2 2022

According to a recent survey, Americans currently define financial wellness as simply feeling comfortable with their financial situation. Over 50% believe wellness is defined as having the means to take care of family, not worrying about money or debt, and feeling protected financially from life’s unexpected events.

Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones. So, what better time to do a routine check? Protect your loved ones and ensure you are keeping up to date with your retirement plan with our summer homework assignments!