How much do you know about your retirement plan? It’s important to understand the facts about your plan, so you can maximize its saving potential. Read our latest blog to learn about the essentials when it comes to your retirement plan.

Get the full insiders scoop on fiduciary hot topics in Q1 regarding challenges of ESG Investing and the key takeaways regarding final regulations, and a summarized listing of the Secure 2.0 Act including expanded coverage and increasing retirement savings.

Across the nation, more and more workers are expecting to postpone retirement — more than a third of employers are concerned about increased health and benefit costs, negative impacts on their staff’s mental health, and barriers to hiring new talent. Find out how you can make an impact on your employee's benefits plan. 

Retirement plan committees can help plans function more efficiently and effectively...do you know how many YOUR organization should have? Read our latest committees blog to learn about the impacts of numerous committees. 

The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used indices in the marketplace. See how using the Russell benchmarks can benefit you.

Looking for answers on what to expect with fiduciary support, annual review updates for employees affected by inflation, and enhancing your retirement plan to attract and retain employees? Review our latest Q&A blog where plan sponsors ask, and our experts deliver.

Being able to replace enough pre-retirement income with income generated from retirement savings is the definition of retirement readiness. See how automatic features like autoenrollment and auto-escalation have helped plan participants reach their retirement goals.

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.

Albert Einstein may not be remembered as a finance expert, although he seems to have had a bead on the power of smart investing. When asked what mankind’s greatest invention was, he’s reputed to have answered “compound interest,” describing it as the “eighth wonder of the world.”

Both ERISA and the IRS require DC plan loans to reflect a “reasonable rate of interest”.

On August 17, 2018, the IRS issued private letter ruling 201833012 (the PLR). The PLR addressed an individual plan sponsor’s desire to amend their retirement plan to include a program for employees that were making student loan repayments. The form of this benefit would be an employer non-elective contribution (SLR contribution).