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...
Retirement planning
Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost
After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...
Plan Sponsors Turn to CITs for Lower Costs and Flexibility
Collective investment trusts (CITs) have steadily gained traction in retirement plan lineups, and for good reason. A recent article from the International Foundation of Employee...
Helping Former Employees Keep Their Retirement on Track
When employees leave a company with small 401(k) balances—typically under $7,000—plan sponsors are permitted to initiate a “force-out,” removing these accounts from the plan. While...
Will Banks Reclaim Their Role in the 401(k) Market?
As the number of new 401(k) and 403(b) plans surges—driven by state mandates and rising demand from workers—questions are growing about who will serve this...
Rethinking Retirement Support: Time for Plan Sponsors to Step Up
With nearly 59 million employees lacking access to workplace retirement plans, according to a recent TIAA study, we’re facing a retirement readiness crisis that demands...
Market Volatility and 401(k) Plans: Navigating the Impact of Recent Tariff Announcements
Recent market volatility has many retirement plan participants on edge. President Trump’s announcement of reciprocal tariffs on global trading partners on Wednesday, April 2, 2025,...
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...
Most U.S. Retirement Plans Have Red Flags – Is Yours at Risk?
If you oversee a company retirement plan, here’s a startling statistic that should grab your attention: 84% of U.S.-based retirement plans have at least one...
Making Retirement Planning Inclusive for All
Making Retirement Planning Inclusive for All Retirement planning shouldn’t be reserved for executives—it’s essential for every employee, especially those who have dedicated decades to their...
