Practical steps to help protect participants' data and meet your fiduciary duties. As a retirement plan sponsor, you are juggling plenty of responsibilities. Investment oversight, fee monitoring, participant education… the list goes on. Now there's another item on your priority list: cybersecurity . If you're thinking "cybersecurity is an IT issue," you're not alone. Many plan sponsors assume data protection falls outside their wheelhouse. But when it comes to your 401(k) pla

Retirement Transition: More Than Just Finances Retirement is more than just a financial decision; it’s a major life transition. This presentation explores how to prepare emotionally and practically, covering purpose, connection, structure, and planning. The goal is to have real conversations around the emotional impact this major life transition can have on you, so that you are more prepared. This short video discusses 5 key action areas: Understand emotional changes and norm

The new Retirement Plan Contribution Limits are official. Review the full list of contribution limit changes below and share with your plan

Why human-led employee education still matters   It’s wonderful to live in a time when answers are just a click away. You can easily find out how many inches are in a meter, get TV show recommendations, and find out where the next Olympic Games will happen. But when it comes to financial advice, the internet becomes a far riskier place. From TikTok tips to viral Reddit threads, employees are consuming an overwhelming amount of financial content, and not all of it is accurate.

Want fewer questions and better outcomes during plan changes? Start with clear, step-by-step communication. A strong participant...

Elevating the value of your retirement plan   Imagine this: It’s year-end and your CPA just reviewed your projected tax bill. Despite...

Retirement plan rules are changing, and we are here to keep you informed and updated. Here's what you need to know: Plan Provisions &...

Employers can help improve retirement readiness, so workers retire on time. More workers are planning to retire at 70—or never. This...

A strategic look at your 401(k) plan’s health   Ever looked at your company’s 401(k) plan and spotted the name of an old colleague? It...