Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What… Read Moreabout Retirement Lingo: Scratch The Jargon
If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or… Read Moreabout Responsible?
It is estimated that 7 million veterans will want to receive the COVID-19 vaccination from the Department of Veterans Affairs (VA). Plans are underway! Getting Started The VA will begin COVID-19 vaccinations with frontline health… Read Moreabout Protecting Veterans: COVID-19 Vaccines and More
Navigating the pandemic continues to force companies to make tough choices, including temporarily or permanently reducing the workforce. Plan sponsors need to assess the ramifications for 401(k) plans. Understanding the IRS Partial Termination Rule… Read Moreabout The 401(k) Partial Termination Rule: Have You Invoked It?
All of us! Even before the financial challenges brought on by COVID-19, retirement saving for workers in the US was insufficient—and in fact, worsening. For example, data from 2014-2017 shows that only 40% of employers… Read Moreabout Who Needs to Save for Retirement?
Identity theft has been on the rise—and that means plan sponsors have to up their cybersecurity efforts. According to AARP: Identity theft occurs when someone obtains someone else’s personal information, such as a Social Security… Read Moreabout Identify Theft—Are Your Benefit and Retirement Plans Safe?
