Financial Wellness and DEI Are Two Sides of the Same Coin
Employers say the biggest challenges they face in 2024 are financial wellness and diversity, equity, and inclusion (DEI). Good news: They can be addressed together,...
DC plans
3 Ways to Support an Aging Workforce
The aging population has transformed the workforce—approximately one in four employees is age 65 or older. While this demographic is becoming the fastest-growing group of...
The Critical Importance of Annuity Fee Transparency
The transparency of annuity fees and costs is a critical issue in retirement planning. It directly impacts employees’ confidence and trust in their retirement...
Maximizing Retirement Plans: The Vital Role of TPAs and Advisors
A good Third-Party Administrator (TPA) plays a crucial role in managing and administering retirement plans, providing a range of services that ensure compliance, efficiency,...
Mindfulness in Navigating the Future of Retirement Planning
In the rapidly evolving landscape of the retirement industry, mindfulness plays a crucial role in ensuring both financial advisors and clients remain focused, clear-headed, and...
Bridging Private Wealth and Retirement Planning
Many firms initially established their roots in private wealth management before venturing into the retirement planning space. Over the past 15 to 20 years,...
Specialist vs. Generalist: Benefits for 401(k) Plan Sponsors
Burak Alpaslan, Co-Founder, Partner, and Financial Advisor at Vital Planning Group LLC Working with a specialist rather than a generalist offers significant advantages for plan...
DOL Finalizes New Fiduciary Rule: Industry Reception Is a Mixed Bag
The Department of Labor (DOL) finalized the Retirement Security Rule last week. It’s set to take effect on September 23. The rule revises the definition...
Scaling Financial Peaks: The Role of Retirement Plan Advisors
Navigating the shift from defined benefit to defined contribution retirement plans mirrors a daring mountain ascent, with retirement plan advisors (RPAs) assuming the role of...
DOL Fiduciary Rule Update Could Prompt 401(k) Plan Changes
Another iteration of the Department of Labor (DOL) fiduciary rule is in progress. Proposed in 2023, this version seeks to protect investors by ensuring financial...
