Investing your money into retirement savings early is important to set yourself on the path to your ideal retirement. Save your money now so you could enjoy your freedom later! Saving money can sometimes feel boring—enjoy this retirement themed word scramble as a fun treat for staying on track with your goals.

Since the contribution limits were recently raised by 10% for 401(k), 403(b), and most 457 plans (to $22,500), now is a good time to learn creative ways to communicate to your participants the benefits of increasing contributions to their retirement plan. See how 1% can make a difference for your contributions.

With inflation at its highest levels in more than four decades, it’s no surprise nearly three in four American workers report they’re experiencing increased stress concerning their personal finances. Learn how to better assist your workers during this period in our latest blog.

Investment policy statements (IPSs) are commonplace among retirement plans — with around 83% providing one. This number tends to be even higher among bigger plans. See how an IPS can offer an additional layer of protection, clarify plan decision-making, and help your organization better define and meet business objectives in our latest blog.

ERISA states that every plan document must identify a “Named Fiduciary” to be the individual or entity serving as the primary fiduciary responsible for all plan management activities (e.g., President, Plan Administrator, The Company (BOD), or another individual or entity). A plan must have appropriate fiduciaries in place so that it can continue operations and participants have a way to interact with the plan.

With the nation’s economic outlook in question, It’s more important than ever to make sure your retirement plan offerings differentiate your organization from the competition. Whether you’re looking to deepen your bench by attracting top talent or retaining the valued employees you have, evaluate if your retirement benefit is enough to move the needle.

In September, the U.S. Department of Labor (DOL) released an Interpretive Bulletin that updates guidance on audits of benefit plans under the Employee Retirement Income Security Act. The updated guidelines intend to help determine when a qualified public accountant is independent for auditing and rendering an opinion on Form 5500. With the new guidance, DOL removes what it describes as certain “outdated and unnecessarily restrictive provisions” and reorganizes other provisions for clarity.