Women’s financial security has been hit hard during the Covid-19 pandemic.  Yahoo Finance recently hosted a panel discussion about women’s financial security.  Women’s financial security is at-risk do to ...

Managed accounts and financial wellness are finally being recognized as a valuable combination for retirement strategy.  Usage in defined contribution retirement accounts is picking up steam.  It turns out, ...

Early planning can be a form of student loan debt relief that improves retirement savings.  It is a win-win!  Student loan debt relief comes in a variety of ways.  ...

401k Security Technology adds a layer of protection that can be useful to Retirement Plan Committees.  Retirement plan sponsors are hoping to achieve error-free data for plan sponsors and ...

401k participation rates during the pandemic show some surprising trends.  In 2020, 401k participation rates during the pandemic shows that the pre-retirement age skews younger.  Despite the Covid-19 pandemic, ...

Financial wellness matters because it has a lasting impact on employers and their employees.  When American employees are living paycheck to paycheck it is easy to see how financial ...

Plan design changes are worth talking about if you feel participant outcomes matter.  Plan design changes are making a difference for plan participants and plan sponsors.  Retirement plan withdrawals ...

401k cybersecurity risk assessment is no longer a task that can be put-off.  Consequently, a plan sponsor’s fiduciary duty encompasses 401k cybersecurity risk assessment.  Managing 401k cybersecurity risk is ...

Working beyond normal retirement age has a dramatic impact on an employer’s costs.  But there is more.  Financial wellness programs help to deliver positive benefits for both employees and ...

An Aging workforce works, but produces differently when permitted to flourish.  Older Americans are choosing to remain in the workforce longer than ever before.  In 2017, pre-coronavirus pandemic, a ...