Trends and Insights

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.

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.

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.

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

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.

Key steps can help you build resilience into your operating model for your small or midsize business.

In today’s uncertain market environment, many plan sponsors are asking the same questions about risk, timing, and long-term strategy for their defined benefit (DB) plans. Get clear and practical insights to five of the top questions to help navigate key decisions with greater confidence.