Open enrollment happens during one of the busiest times of the year. Here are 5 questions to ask.

Stay organized with this 401(k) Plan Administration Checklist. Review payroll, compliance, fiduciary, filing, and ongoing retirement plan responsibilities to help strengthen plan administration.

What does a strong 401(k) plan really come down to? It starts with a solid foundation. When fiduciary roles, responsibilities, and processes are clear, it becomes easier to make decisions and stay on track over time. In this quarter’s Fiduciary Foundations edition, we break it down into three simple areas: Defining fiduciary roles: who is responsible and how are decisions made Understanding fiduciary duties: the key principles that guide plan oversight Strengthening your proc

Your retirement plan may have been thoughtfully designed years ago; but over time, your business, workforce, and the regulatory landscape have likely evolved. Today’s employees have different needs, expectations, and financial challenges. At the same time, new plan features and legislative updates have created more opportunities to improve outcomes. As a result, many plan sponsors are taking a fresh look at their retirement plan to see how it aligns with where they are today.

Learn 3 practical ways to strengthen your fiduciary process, including following your IPS, documenting decisions, and benchmarking your 401(k) plan regularly.

Learn the 5 ERISA fiduciary duties every plan sponsor should understand, including loyalty, prudence, diversification, plan document compliance, and fee oversight.

When planning for retirement, it is easy to focus on the fun parts like travel or hobbies, but one of the biggest expenses many people face is healthcare. Costs continue to rise, and one estimate suggests that individuals may need over $170,000 for medical expenses in retirement.[1] That is where a Health Savings Account, or HSA, can play an important role. What makes Health Savings Accounts so valuable Health Savings Accounts offer a way to save for both current and future

Learn how 401(k) fiduciary excellence depends on clear accountability, defined responsibilities, and a repeatable decision-making process. Discover fiduciary best practices for stronger plan oversight.

401(k) benchmarking helps plan sponsors manage plan fees, meet fiduciary responsibilities, and improve retirement outcomes.

Help employees understand how a 401(k) works. Learn the basics—choosing a contribution, selecting investments, and building long-term retirement savings.

Employee burnout and disengagement is trending upward. Here are some solutions and strategies to help move your company forward.