A successful retirement plan depends on plan design and administration but can significantly benefit from participants' active participation and engagement. An informed and engaged participant base can be the key to achieving the desired retirement plan ...
At the NAPA 401(k) Summit last month, I had the opportunity to sit on a panel discussing the evolution of Qualified Default ...
As we continue growing our 100% employee-ownership structure, we are pleased to share that Hailey Fields and David Williams are ...
Recent retirement plan litigation continues to be focused on retirement plan costs. One of the simpler allegations in those cases ...
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act introduced a new retirement savings vehicle ...
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I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...
As a retirement plan consultant, I have seen first-hand the significant impact that choosing the right recordkeeper can have on ...
As an employer, one of your top priorities is likely to ensure that your employees are happy and productive. Financial wellness ...
Retirement can be a challenging time for anyone, but several issues unique to women can make it even more difficult. Here are six ...
In August, The Retirement Income Institute published a paper titled “Race/Ethnicity, Saving, and Postretirement Outcomes.” The ...
In the retirement plan industry, we bandy about a wide variety of terminology to convey the various roles players have in serving ...