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Resources
Financial Wellness 101: How Much Do You Know About Your Retirement Plan?
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.
Fiduciary Hot Topics Q1
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.
The Retirement Reshuffle Is Impacting Plan Sponsors
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.
How Many Retirement Plan Committees Does Your Organization Need?
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.
What’s in a Benchmark?
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.
Plan Sponsor Q&A
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.
Reaching Retirement Readiness
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.
Retirement Word Scramble
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.
Speaking of One Percent
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.
The 10% Savings Goal
Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial experts recommend putting away 10 to 15 percent of your pay for retirement. There’s a relatively painless way to reach that goal.
2021 Retirement Plan Limits
The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan has remained unchanged at $19,500.
Use Plan Analytics to Evaluate Your Retirement Plan
Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. Examining plan analytics can help evaluate its success.