Why Plan Sponsors Are Taking a Closer Look at PEPs & MEPs
For many HR teams, retirement plan oversight is competing for attention with an already crowded list of responsibilities. That pressure is helping drive new interest...
DC Plan Sponsors
Switching Recordkeepers Is Always an Option. That Doesn’t Mean It’s Easy.
Anyone deep in the Apple or Android ecosystem knows the feeling. You could switch. Nothing is stopping you. But years of apps, passwords, photos, and...
Small Plans, Big Shift: Who’s Built for the Next Retirement Market?
Small businesses and gig workers are opening a new lane in workplace retirement savings, but much of the industry is still driving with an old...
Making Retirement Plan Complexity Easier to Understand
Plan sponsors face an increasingly complex retirement plan environment, from evolving legislation and compliance requirements to fiduciary responsibilities and plan design decisions. For many, the...
Why Personalized Retirement Education Matters for Employees
A 401(k) statement can feel like a foreign language — market jargon, fund names, percentages that seem to shift for no reason. For many employees,...
A Missing Detail in Your SPD Could Cost You More Than You Think
Most fiduciaries don’t think of their summary plan description as a liability risk. It’s a compliance document—something the recordkeeper drafts, maybe HR reviews, and participants...
Connecting Health Benefits and 401(k) Savings
Financial wellness decisions rarely happen in isolation. Employees are often weighing health plan costs, household budgets and retirement savings at the same time — which...
Financial Planning Moves Into the Workplace
Financial planning is increasingly emerging as a natural extension of workplace retirement benefits as employees look for more personalized help managing their broader financial lives. ...
Small Business Retirement Plans: Is Predictable Pricing Part of the Answer?
Small business owners overwhelmingly see the value of offering a retirement plan. But keeping one affordable and sustainable as the business grows can be another...
Are PEPs Really Going Mainstream?
Pooled Employer Plans have grown rapidly since being authorized under the SECURE Act of 2019, with assets now estimated at $30 billion to $40 billion....
