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Employee benefits and retirement plan solutions Trends and Insights

Trends and Insights

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

Insights from colleagues and employees are just two of the ways you can refine your benefits package to help protect your workforce.

The Roth catch-up contribution requirements will take effect in 2026 for most plans. Get details on implementation, including key updates to final regulations, who is impacted, and five important considerations for plan sponsors to prepare for this change.

A person putting a stack of papers on a desk

Plan sponsors face a pivotal shift in retirement plan needs. Discover the possible solutions for in-plan retirement income. Learn how they can help transform traditional retirement savings plans to support participants’ long-term financial security.

Two women sitting next to each other looking at a computer screen.

See how a defined benefit (DB) plan risk analysis could help identify potential challenges.

Explore how automated plan features may create a win-win scenario by helping employees achieve retirement readiness to retire on their own terms while reducing the significant costs of delayed retirement.

Business executive reading news on a computer

We’re monitoring the tariff timeline to help you understand how recently imposed policies may impact your business.

Six employees around a desk having a brainstorming session in front of a whiteboard with sticky notes.

Here we look beyond the retirement plan budget to uncover broader funding strategies. Delaying automated features may cost participants potential savings. From rethinking total rewards to leveraging tax incentives, organizations can find ways to implement these plan features without significantly increasing overall costs.

Five employees around a table discussing workplace benefits.

Some plan sponsors are concerned that adding automated features could come with additional organization costs. But waiting may cost participants more in potential savings. It’s possible to support these features strategically within the plan’s existing funding structure without compromising the balance sheet.

A man sits at his computer trying to stay up to date with tarrifs

A recent Supreme Court ruling paves the way for more ERISA lawsuits to survive early dismissal. This article breaks down what’s changed and offers practical information to help protect your plan and manage fiduciary risk.