Target Date Funds (TDF) are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. TDFs offer participants many advantages; plan sponsors should help ensure participants understand how their TDF works to maximize their potential benefits. Learn how you can help your employees avoid these missteps. 

KerberRose has been named to the National Association of Plan Advisor’s (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of $100 million. Additionally, Shareholder, Tony Powers, AIF®,CFP®,CRPS®, has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list.

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements to bring your retirement goals closer to reality. Here are seven things you should know to strengthen your retirement strategy:

Senator Bill Cassidy and Senator Tim Kaine introduced a bill allowing 18-year-olds to contribute to 401(k) plans, with certain restrictions until age 21. Although unlikely to pass on its own, it highlights bipartisan efforts for retirement reform. Learn who will be potentially affected by these changes.

The Silver Tsunami is headed ashore, as “Peak 65” is expected to usher in an average of 11,000 retirement age Americans daily through the end of 2024 — the highest ever recorded. And a lot of them plan to keep working. In this blog, we explore how organizations can harness the expertise of older workers. From mentorship opportunities to tailored benefits, learn how to adapt and thrive amidst this demographic shift.

Americans are increasingly receiving financial and retirement planning guidance from social media, risking exposure to misinformation, harmful advice and outright scams. Alarmingly, this includes almost eight in 10 millennials and Gen Zers. Here are seven ways to help ensure your content is safe and reliable.

Discover the potential impact of the Department of Labor's proposed fiduciary advice changes in our latest blog. Stay informed on key regulatory developments and ensure your plan strategies align with the latest proposals.

Explore Retirement Updates from Q4 in 2023: Discover the latest retirement legislative changes in our Q4 updates including SECURE 2.0 corrections to a new government-run savings plan. Read our latest blog now to learn more.