Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent
Young workers aren’t waiting decades to take a break anymore. A growing number of Gen Z and millennial employees are planning what’s being called a...
The Power of Clarity: Why Great Advisors Master Simple Communication
Clear, simple communication is one of the most powerful skills a retirement plan advisor can have. In a world overflowing with emails, texts, and updates,...
Plan Sponsor Finds New Value Through Advisor Review
Regularly reviewing your retirement plan advisor is one of the smartest moves a plan sponsor can make. It ensures the person guiding your plan is...
Six Common Myths That Increase Plan Sponsors’ Fiduciary Liability
Fiduciary lawsuits continue to make headlines, but many plan sponsors don’t realize they’re operating under dangerous misconceptions about their responsibilities. In a recent article, Carol...
Why Plan Sponsors Should Hire a Specialist CPA for Benefit Plan Audits
If you haven’t considered using a specialist CPA, it may be time to reconsider. Plan sponsors should prioritize working with specialists because employee benefit plan...
Hybrid Advisors Lead the Wealth–Retirement Convergence
A new NMG Consulting DC Advisor Insights study led by Joshua Dietch reveals that the convergence of retirement and wealth management is reshaping the advisor...
Middle-Class Retirement Gaps Show Where Sponsors and Advisors Can Step In
The retirement outlook for America’s middle class isn’t pretty. New research from the Transamerica Center for Retirement Studies, cited in InvestmentNews, paints a picture of...
The CIT Takeover: What’s Driving the Shift in 401(k) Investing
Collective investment trusts (CITs) are rapidly gaining market share in 401(k) plans, increasingly replacing traditional mutual funds. Over the past 5–10 years—especially in advisor-sold retirement...
Why Plan Sponsors Play a Critical Role in Retirement Readiness
Improving employee retirement readiness begins with helping workers make informed financial decisions today. When employees understand how their choices around saving, debt, and spending impact...
From Auto-Enroll to Outcomes: The Power of Day-One Guidance
In a world where auto-enroll is table stakes, real outcomes still hinge on intentional onboarding and a documented process. That means giving new hires clear...
