Why HR Can’t Stop at Enrollment When It Comes to Retirement Plans
For many companies, the work of managing a retirement plan feels complete once employees are enrolled. But Teresa believes that’s only the starting point. As...
HR
Four Ways Your Benefits Broker Can Strengthen Your 401(k) Strategy
For many companies, the 401(k) is one of the most valued benefits they offer. It’s also one of the least optimized. Plans are often selected...
Financial Wellness is a Must-Have for Reducing Stress, Improving Retention
Employee financial stress is pushing more companies to rethink their benefits strategy. And for good reason—nearly two-thirds of employers faced turnover rates of 10% or...
Empowering Employees Through Clear Benefits Communication
Clear, consistent communication around employee benefits is essential—especially when it comes to understanding changes, updates, and cost considerations. Without it, employees are often left guessing...
A Financial Wellness Strategy That Works
A financial wellness strategy designed to meet employees where they are is essential in today’s diverse and financially burdened workforce. Not every employee learns or...
Less Is More: How Reducing 401(k) Loans Can Boost Retirement Readiness
Improving a company’s 401(k) loan policy is a strategic way to promote both employee financial wellness and long-term retirement readiness. Allowing too many concurrent loans...
Who Belongs on Your Retirement Committee?
When building a retirement plan committee, it’s important to include a diverse mix of people from across the organization—not just leaders or finance professionals. While...
Why Advisor Due Diligence Matters for 401(k) and 403(b) Plan Sponsors
Many plan sponsors are recognizing the complex responsibilities tied to managing retirement plans. While ERISA requires them to act as prudent experts, most lack formal...
The Pros and Cons of Automatic Enrollment in Retirement Plans
The Pros and Cons of Automatic Enrollment in Retirement Plans Automatic enrollment in 401(k) and other retirement plans has gained popularity as a tool to...
Measuring Retirement Plan Success: Beyond Participation Rates
Measuring Retirement Plan Success: Beyond Participation Rates For many employers, offering a retirement plan is a fundamental part of their benefits package. It helps attract...
