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.

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. 

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. 

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. 

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.

On August 25, 2023, the Internal Revenue Service issued Notice 2023-62 providing guidance on Section 603 of SECURE 2.0. Read about these changes and how they will serve as a welcome relief for everyone including stakeholders involved. 

Are you over the age of 50? You are eligible to contribute an additional $7,500 into your plan as a catch-up contribution. See how much you could potentially save over the course of 17 years in this short read. 

After a 3-year deferment period for student loans, interest begins to accumulate again on September 1, while payments resume October 1. What does this mean for plan sponsors? As employees prepare to, once again, deal with the financial burden of student loans, sponsors have an opportunity to help lessen the load and ensure retirement contributions don’t fall to the wayside — learn how to help your plan sponsors today to prepare for their future tomorrow. 

Companies typically devote considerable attention to assisting their participants nearing retirement, yet they should also be focusing on getting their youngest workers enrolled — and contributing as soon as possible. So, what do we actually know about Gen Zer's' attitudes on retirement planning? Read on to learn. 

According to recent data from the National Council on Aging and the Women's Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement plan. Beyond closing the gender pay gap, employers can help women better prepare for a more secure retirement in a number of ways — read on to learn these strategies. 

Mistakes are inevitable in drafting legislation. This is especially true in tax legislation, as tax law is complex and more nuanced as compared to other areas of the law. Congress has informed the Treasury Department they intend to make four technical corrections to SECURE Act 2.0. Here are those changes:

Recent changes to the 2023 Form 5500 are intended to improve reporting of financial information and plan expenses. There are new compliance questions concerning safe harbor status and how a plan satisfied certain discrimination and coverage tests. To see how requirements compare from previous years, review our recent blog for answers.