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Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.


    Plan fiduciary? Know your responsibilities to protect your plan & yourself

    Are you a plan fiduciary?

    If you are, are you aware of your legal fiduciary duties, and can you demonstrate the steps you take to meet your responsibilities?

    February 22, 2023 | 4 min read

    PolicySECURE 2.0

    SECURE 2.0 changes for employer-sponsored retirement plans

    Staying on top of changing regulations for employer-sponsored retirement plans is a perennial challenge. As an example, President Biden enacted the “Consolidated Appropriations Act, 2023”  in the waning hours of 2022. In it are some significant updates and new rules that will impact many organizations.1

    February 15, 2023 | 3 min read

    InvestmentsRetirement readinessPlan design

    Protect your plan — and participants’ retirement savings — from a thief

    Even among the most disciplined savers, headwinds and outright threats to retirement security are constant: regulatory changes, rising income taxes, insufficient participation rates, inadequate deferral rates, cybercrime, scams … the list goes on.

    February 08, 2023 | 4 min read

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    TrendsMedicare/Social SecurityPlan design

    How you can help employees understand Social Security benefits

    Considering how important an income source Social Security benefits have become for U.S. retirees, many Americans demonstrate a poor understanding of this vital program.

    In fact, a recent study found that almost half (49%) of U.S. adults aren’t certain how much of their income Social Security replaces (or will replace).1 Likewise, 49% of survey respondents believed — incorrectly — that their benefits would increase at full retirement age if they file to receive benefits early.1

    February 01, 2023 | 4 min read