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Employee benefits and retirement plan solutions Trends and Insights

Trends and Insights

Trends and Insights

The 2026 midterm elections could influence the direction of retirement policy, but several priorities are already emerging. From expanding access and participation to advancing retirement income solutions, policymakers, regulators, and states may continue shaping workplace retirement programs regardless of the election outcome.

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The Pension Protection Act helped reshape retirement plans and aimed to improve participant outcomes. As policymakers continue working to expand access, focus is increasingly turning to helping participants navigate retirement with confidence.

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Certain pension plan events can increase the importance of accurate participant data. Learn four situations where reviewing participant records may help support funding decisions, administrative efficiency, and long-term pension strategy.

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Help identify common pension data issues that may affect plan costs, administrative efficiency, and future risk management decisions.

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Retirement income options are evolving, yet many still believe that these options are based only on traditional annuities. Explore six common myths and see how today’s plan-based strategies can help bridge the gap from saving to spending.

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See how improving pension data can help plan sponsors reduce inefficiencies, better understand plan costs, and prepare for future risk management decisions.

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Explore how Social Security misconceptions have been influencing saving, planning, and benefit decisions, and what it may mean for plan sponsors.

Explore how private market investment options might be implemented in defined contribution plans, focusing on investment operational design, governance, and participant experience. The article outlines key considerations to help fiduciaries evaluate fit within a prudent, process-driven framework.

Person wearing a green shirt stands in a warehouse with stacked boxes and coiled orange hoses in the background

Traditional retirement benchmarks often don’t reflect employees’ different needs and priorities as they approach retirement. This article explores how individual-targeted outcomes can personalize retirement goals and how a managed account service may help support progress toward them.

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