Your total retirement blog

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    FiduciaryMedicare/Social Security

    Personalized investment advice helps 401(k) savers

    The unemployment rate has remained below 4% for the last year or more, emphasizing the labor shortage that continues to be a pain point for organizations looking to fill open positions.1 Wanting to stand out from the competition, some employers are strengthening their benefits packages to include flexible work environments as well as better salaries and health benefits.

    March 27, 2024 | 3 min read

    Practice management

    How financial professionals can leverage increasing demand for their services

    The skies are looking bright in the finance world. For financial professionals, the U.S. Bureau of Labor Statistics anticipates 13% employment growth between 2022 and 2032 — a figure that’s significantly faster than the average for all occupations.1 

    March 20, 2024 | 3 min read

    Retirement readinessPlan design

    Pension plans? Retirement survey shows changing retirement landscape

    Many workers today have the opportunity to participate in an employer-sponsored 401(k) retirement plan. And employers continue to leverage these types of retirement benefits as major recruitment tools.

    March 13, 2024 | 2 min read

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    Wellness

    2023 Retirement Participant Education Survey results & insights

    How prepared are employees for retirement, and are they aware of all the resources available to assist them with their planning?

    These are some of the questions we sought to answer in our 2023 Retirement Participant Education Survey. Our biennial study is designed to help plan sponsors and financial professionals understand opportunities in educating employees on their unique personal financial education needs.

    March 06, 2024 | 3 min read

    InvestmentsRetirement readinessPlan design

    What is your retirement language?

    As a financial professional, you’re well versed in the lingo and jargon of the industry. Terms like “fiduciary” or “pension risk transfer” may roll off your tongue with ease. You’ve also gained a full understanding of the importance of taking action ahead of retirement to ensure comfortable living. Those you advise or guide through defined contribution plans, however, may not be nearly as versed as you.

    February 28, 2024 | 3 min read

    WellnessPractice management

    6 LinkedIn tips for financial professionals

    LinkedIn is generally regarded as a go-to social network for individuals, organizations and financial professionals who want to connect with clients, prospects and peers. It’s also a way to demonstrate thought leadership, share industry insights and get a pulse on the latest trends and professional development opportunities.

    February 21, 2024 | 3 min read

    WellnessFinancial literacy

    Could gamification help boost plan participant engagement and financial literacy?

    The potential benefits of improving employee participation in financial education programming are hard to overstate. 

    February 21, 2024 | 3 min read

    WellnessRetirement readinessMedicare/Social Security

    Retirement tips for the new year and soon-to-be retirees

    The turn of the calendar from one year to the next often brings with it New Year's resolutions. In addition to improved health, making better financial decisions often tops people’s lists.

    February 14, 2024 | 4 min read

    Retirement readinessMedicare/Social Security

    4 key retirement withdrawal tax considerations for plan participants

    The transition from working to retirement impacts just about every facet of a person’s life — yes, even taxes. So, as plan participants prepare to embark on their post-career lives, it’s reasonable to expect them to have new questions about tax implications of retirement account withdrawals.

    After a lifetime spent saving, investing, and diversification, with retirement, the participant’s goal may not have changed, but their strategy will. They most likely still aim to achieve a financially secure retirement; but now, they face the challenge of transforming savings and investments into an income stream.

    February 07, 2024 | 4 min read