Leadership’s Role in Benchmarking Retirement and Health Insurance Benefits

Providing competitive benefits is key to building a strong, successful team. Benchmarking is an important tool because it helps you get the data and insights needed to make smart decisions for your benefit plans. It’s also important for meeting rules, avoiding legal trouble, keeping up with industry standards, and supporting your employees. Here’s why benchmarking […]
7 Tips to Help Participants with Long-Term Saving

Improving retirement outcomes means keeping participants focused on the long-term. Helping employees focus on long-term savings is not easy, especially during uncertain times. Still, employers have seen success. Despite stubborn inflation, a recent survey reports that plan participation and saving rates have reached all-time highs.[1] This is great news, but it’s only part of the […]
Employee Education: Budgeting and Saving

Take Control of Your Finances with Our On-Demand Webinar and Budgeting Worksheet Managing money can feel overwhelming, but it doesn’t have to be. This on-demand webinar and budgeting worksheet are here to help! This educational toolkit is designed to give you the confidence to budget, save, and plan for the future. Watch the Video What […]
Should You Consider Auto-Features for Your Retirement Plan?

Auto-enrollment and auto-escalation are now standard for new plans. But how can you know if these “table-stakes” are a good option for your plan? Studies have shown that auto-features, such as auto-enrollment and auto-escalation, help boost participation and savings rates. However, not all plans offer these plan design features, and existing plans aren’t obligated to […]
Employee Education: Designing Your Future

Employee Education: Designing Your Future Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime. Click Here to Watch the Video What the webinar covers […]
What Does a 401(k) Committee Do?

What Does a 401(k) Committee Do? How a 401(k) committee can support with plan success. Who is making sure that your retirement plan works for you, your company, and your employees? That’s the job of your 401(k) committee! From compliance to employee education, the committee helps tailor the plan to fit your team’s needs. Let’s […]
Securing Retirement Futures: Strategies to Address Delayed Retirement

Securing Retirement Futures: Strategies to Address Delayed Retirement Does your 401(k) plan design support “on time” retirement? Delayed retirement is becoming increasingly common among Americans, impacting employers’ bottom lines, talent acquisition cycles, and overall productivity. A recent survey found that one in four employees anticipate working beyond their initially planned retirement age, and 9% fear […]
5 Common Retirement Plan Errors and Tips to Fix

5 Common Retirement Plan Errors and Tips to Fix Mistakes happen – Here’s how to correct common 401(k) plan errors. Navigating the intricate rules and regulations that govern employer-sponsored retirement plans may seem overwhelming at times. Even the most diligent plan sponsors encounter retirement plan errors. In fact, it’s not unusual to discover a plan […]
Retirement Plan Review: From Participation Rates to SECURE 2.0

Retirement Plan Review: From Participation Rates to SECURE 2.0 Gain actionable insights It’s no secret that when you conduct a retirement plan review, you have a chance to understand the data and trends, which can help your plan be efficient and compliant. To set your plan up for success and see if changes are needed, […]
SECURE 2.0 Update: Looking Ahead

SECURE 2.0 Update: Looking Ahead Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon. For plan sponsors, preparation is the key. Starting early allows for a thorough consideration of how SECURE 2.0 provisions may impact enrollment, contributions, and other aspects of your 401(k) plan. This will help you align […]