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.

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Review our personal finance calendar to get you on track towards financial success in 2023. 

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.

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.