Trends and Insights

Transitioning a family-owned business to the next generation involves planning, communication, and dedication. Done well, it can pay dividends, including helping you plan for and transition to retirement and set up the next generation for enduring growth.

A thoughtful approach to a business succession can help protect you against unforeseen events, plan for your retirement, and provide for your family.

The key findings from this year’s study prove continued value and need for deferred comp plans.

Let’s dispel some of the common myths about Social Security and its funding status. Here we explore the program’s structure, demographic challenges, and possible outcomes if no legislative action is taken soon.

Explore how an inclusive benefits plan with opportunities for personalization can help accommodate all generations in the workforce.

Discover the latest IRS guidance on the SECURE 2.0 Act of 2022. Get clarity on matching qualified student loan payments (QSLP), automated features, using financial incentives, and treating certain funds as Roth contributions.

Retaining top-tier talent in specialized roles typically requires more than standard benefits. Offering thoughtfully designed, customized retirement plan options is a way to address the unique needs of these professionals, helping ensure they feel valued and motivated to stay.

Working with trusted professionals can help small and midsize businesses reach their goals. That may include leaning into the insights of a financial professional.

When interpreting retirement plan data and statistics, a simple guideline is to flip the numbers to see the full story. This simple test can help employers and financial professionals better understand if plan design changes might be needed.

Find answers to trending questions and answers about the SECURE 2.0 Act of 2022, including required minimum distributions (RMDs), Roth catch-up contributions, hardship self-certification and more.