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...
Confidence
Plan Sponsors Want More From Retirement Advisors, and Here’s Why
Plan sponsors want better retirement savings outcomes for their employees and are looking to advisors for solutions. The disconnect between what participants need to save...
The One Trait That Sets Great Retirement Plan Advisors Apart
Despite the massive success of the U.S. defined contribution (DC) retirement system—with over $12 trillion in assets—many plans are managed by undertrained HR and finance...
Empowering Plan Sponsors to Modernize Retirement Plans
Modernizing a 401(k) plan by adopting features like automatic enrollment, auto-escalation, and financial wellness tools can feel daunting for many plan sponsors, who often fear...
Cerulli: Closing the Retirement Guidance Gap Is Key to Better Outcomes
Employees are hungry for retirement guidance, but many don’t know where to turn for help. This disconnect between need and access has created a significant...
Why Fiduciary Isn’t Enough: Earning Trust in the 401(k) Space
Declining 401(k) plan fees have increased potential conflicts of interest among advisors—conflicts that fiduciary status alone doesn’t eliminate. Many plan sponsors struggle to know whom...
Plan Participants Want Lifetime Income Options But Few Plans Offer Them
Although 93% of 401(k) participants say it’s important for their plans to provide lifetime income options like annuities, most plans still only offer lump sum...
Why a Qualified Advisor is Key to Retirement Success
Why a Qualified Advisor is Key to Retirement Success Managing a company retirement plan isn’t just about checking boxes—it’s about making smart, strategic decisions that...
What Makes a Great Retirement Plan Advisor?
What Makes a Great Retirement Plan Advisor? A great retirement plan advisor combines expertise, strong communication skills, and a true dedication to client success. They...
Financial Wellness: Supporting Employees in Challenging Times
Financial stress has emerged as a critical issue in the workplace that demands employers’ immediate attention. Recent data from earned wage access company ZayZoon reveals...
