Trends and Insights

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.

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.

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 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.

Get answers to the top questions employers have about retirement legislation and policy under the second Trump administration.

Help boost retirement savings for workers in physically demanding jobs using retirement plan automated features.

Data shows that automated features such as automatic (auto) enrollment, auto-increase, and re-enrollment can significantly improve participation rates and help employees save for retirement. Explore cost-neutral ways of adding such automated features to your plan design.

Retirement plans today tend to be designed with features so the average person can begin saving with little effort. Yet, it’s seemingly not working for many employees. Instead of easier, do we need to make it harder to avoid?

The recent market downturn is a stark reminder of the importance of using a strategy that seeks to lock in gains and reduces investment risk when the timing is right.

Small and midsize businesses (SMBs) and employees agree on the most desired benefits. They are also aligned on the importance of financial wellness programs and the impact of inflation.