Traditional retirement benchmarks often don’t reflect employees’ different needs and priorities as they approach retirement. This article explores how individual-targeted outcomes can personalize retirement goals and how a managed account service may help support progress toward them.

Many employees are working longer than planned, often because they don’t feel financially ready to retire. This is creating challenges for both individuals and employers. Explore common employer questions about the cost of delayed retirement and ways plan design can help support employees’ retirement readiness.

Discover how the cost of delayed retirement affects both office and production workforces and explore how automated plan features can help each group retire on their own terms.

Pension plans are reaching their strongest funded levels in decades, creating a rare opportunity for sponsors to lock in gains by more precisely aligning assets with liabilities. By incorporating strategies such as key rate duration, STRIPS, and interest rate swaps, plans may better protect funded status from future market volatility.

Strong markets and higher discount rates have typically improved pension funding levels. This can create opportunities for sponsors to protect gains, manage costs, enhance data accuracy, and prepare for long-term strategies like risk transfer and surplus asset management.

In today’s uncertain market environment, many plan sponsors are asking the same questions about risk, timing, and long-term strategy for their defined benefit (DB) plans. Get clear and practical insights to five of the top questions to help navigate key decisions with greater confidence.

Find helpful information on the new 2026 requirement for high income earners to make Roth catch-up contributions. Discover questions for aligning payroll, recordkeeping, and plan operations to help ensure a smooth transition.

As Social Security approaches a funding crossroads, policymakers face choices that could affect benefits, taxes, and retirement confidence. This article breaks down the realities behind the headlines and explores how potential reforms may impact workers, retirees, and employer-sponsored plans.

A wide range of bipartisan retirement proposals is sparking fresh conversation in Washington for 2026. Many focus on offering employers new ideas for expanding access, simplifying plans, and enhancing flexibility for today’s evolving workforce.