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Participant Corner: Strategies for Maximizing Workplace Retirement Benefits
Considering more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security. Before enrolling in your company's retirement plan, it's essential to understand how to optimize its benefits. Our blog offers some tips to guide you in making the most of this valuable perk, read now to learn how.
Maximizing Benefits: Hiring Your Kids for Tax Advantages, Skill Development and Succession Planning
Engaging your children in your family-owned business can be a strategic move, offering a range of benefits for both your business and your children's development. Here are some compelling reasons to consider hiring your kids:
Securing the Future: Navigating Cybersecurity Challenges in Retirement Plans
Read our latest blog where we review the critical intersection of retirement plans and cybersecurity, exploring the current landscape, the Department of Labor's (DOL) two-pronged focus on cybersecurity, insights from the ERISA Advisory Council, and actionable steps plan sponsors can take to mitigate cyber risks.
Latest Trends in Plan Design: Integrating Zillennial Needs
As Zillennials enter the workforce, understanding their unique perspectives and concerns is essential for fostering long-term financial well-being. In this webinar, we will explore the challenges faced by Zillennials, tailor retirement plans to their preferences, discuss effective communication strategies, and share success stories of organizations supporting this demographic.
Financial Frost Checkup
As tax season approaches, the Internal Revenue Service (IRS) and the Security Summit partners today reminded taxpayers, including families with children, to remain vigilant against potential cybersecurity threats. Explore how you can remain protected from cyber-attacks in our latest blog.
IRS and Security Summit Offer Cybersecurity Safety Tips
As tax season approaches, the Internal Revenue Service (IRS) and the Security Summit partners today reminded taxpayers, including families with children, to remain vigilant against potential cybersecurity threats. Explore how you can remain protected from cyber-attacks in our latest blog.
Boosting Lower Wage Earners’ Retirement Readiness
A recent Vanguard report sheds light on the pressing challenges faced by retirees across different income brackets. The findings reveal lower income workers allocate a significantly larger portion of their pre-retirement income to meet their daily needs, leaving them with a substantial shortfall in retirement readiness — even when factoring in Social Security benefits. Plan sponsors can take proactive steps to help participants better prepare for a secure retirement with tips from our latest blog.
Navigating the Complexity of EBSA Investigations
Members of the House of Representatives recently raised concerns regarding the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) investigations into plan sponsors, citing them as lengthy and burdensome, and called for reform. To learn what plan sponsors can do to avoid drawing DOL scrutiny and help promote a more favorable outcome, review our latest blog.