Employee benefits and retirement plan solutions Trends and Insights

Trends and Insights

Trends and Insights
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5 min read

Protecting my business

Tips to help ensure a successful family succession for your business

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.

4 min read

Retirement planning

Myths vs. Facts: The state of Social Security

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.

Attracting & retaining my workforce

Tailor retirement benefits to help retain specialized talent

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.

Attracting & retaining my workforce

A simple test for your 401(k) plan design: Flip the numbers

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.