5 min read
Locking in success: Why LDI matters now more than ever for DB plans
With DB funded ratios at historic highs, sponsors can look to lock in gains and reduce risk through LDI amid interest rate and economic uncertainty.
3 min read
Use retirement and benefits to support the growing number of women in the workplace
Business solutions, including retirement and benefits, can help business owners retain and recruit an essential segment of the workforce: women.
4 min read
Retirement policy in focus: Key bills to watch in 2025
While enactment of major retirement legislation in 2025 appears unlikely, there are several bipartisan retirement bills that are expected to be reintroduced. These bills signal a continued commitment to strengthening Americans’ retirement security.
5 min read
Many small and midsize businesses (SMBs) and employees are feeling more hopeful and optimistic after the presidential election and anticipate improvements in their financial outlook. This optimism is tempered by persistent worries about inflation, rising expenses, and personal finances.
4 min read
Maximizing employers’ 401(k) contributions
Have you ever considered whether the employer contributions made to your employees’ retirement plans are being used to help make the maximum impact to both the company and participants?
5 min read
Which succession option works best for your business?
Different succession options can help you meet your goals for the future of your business and to help you plan for your retirement, too.
4 min read
Engage employees of all generations by strategically shaping your workplace benefits
Explore how an inclusive benefits plan with opportunities for personalization can help accommodate all generations in the workforce.
SECURE 2.0 Act: IRS offers updated guidance to new retirement rules
Discover the latest IRS guidance on the SECURE 2.0 Act of 2022. Get clarity on matching qualified student loan payments (QSLP), automated features, using financial incentives, and treating certain funds as Roth contributions.
Tailor retirement benefits to help retain specialized talent
Retaining top-tier talent in specialized roles typically requires more than standard benefits. Offering thoughtfully designed, customized retirement plan options is a way to address the unique needs of these professionals, helping ensure they feel valued and motivated to stay.
A simple test for your 401(k) plan design: Flip the numbers
When interpreting retirement plan data and statistics, a simple guideline is to flip the numbers to see the full story. This simple test can help employers and financial professionals better understand if plan design changes might be needed.