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    Top 5 blogs of 2023: Key takeaways for financial professionals & retirement plan sponsors

    Keeping plan participants focused on long-term retirement strategies to counterbalance market volatility and/or financial anxiety presents both challenges and opportunities.

    To that end, knowledge helps empower people to remain confident in the financial decisions they make for their future, regardless of economic climate. The Top 5 Blogs of 2023 may have valuable information for you to review, use in your practice, and share with plan participants:


    December 27, 2023 | 2 min read


    Proactive strategies to help redefine employer-sponsored retirement plans in a new reality

    It’s not hard to see the need for a fresh approach to helping employees save for retirement amid new and emerging challenges. Inconsistent wage growth, recent periods of high inflation and market volatility are making it tough to succeed with only traditional approaches.

    December 20, 2023 | 3 min read


    Redefining employer-sponsored retirement plans begins with a proactive approach

    Today’s economic landscape is complicated by factors that just didn’t exist for previous generations — and that points to a need for plan sponsors and financial professionals to implement new approaches to helping plan participants.

    December 13, 2023 | 3 min read

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    The benefits of having an attitude of gratitude

    Our attitude towards life's "WOWs" and challenges can make the difference between feelings of joy and sorrow. Allowing toxic voices to impact our thinking can also impact our health. Positivity matters.

    December 06, 2023 | 3 min read


    How to help plan participants understand net unrealized appreciation

    Does your direct contribution qualified plan include shares in company stock? If so, you’ll want to talk with your participants about tax strategies as their eligibility for distribution approaches.

    November 29, 2023 | 3 min read

    InvestmentsFinancial literacyRetirement readiness

    Help employees understand the pros & cons of Roth options

    The differences between a traditional 401(k) and a Roth 401(k) are considered common knowledge among financial professionals and plan sponsors. But for the average employee who participates in a defined contribution plan, it’s not always cut and dried.

    November 22, 2023 | 2 min read

    PolicySECURE 2.0

    Know these 2024 SECURE 2.0 updates for employer-sponsored plans

    SECURE 2.0 made a lot of waves among plan sponsors and financial professionals when President Biden signed it into law in late 2022.1 Some administrators were scrambling to implement key changes that essentially went into effect immediately.

    November 15, 2023 | 3 min read

    TrendsRetirement readinessMedicare/Social Security

    2024 Cost-of-Living Adjustment (COLA) fast facts

    As we embark on another new year, many have been curious about the cost of living adjustments (COLA) they’ll see for 2024. The Internal Revenue Service (IRS) has made the updates available, and these adjustments have the marks of the current inflation crisis all over it.

    November 08, 2023 | 4 min read

    TrendsRetirement readinessSECURE 2.0

    Auto-escalation best practices for retirement plan and participant success

    Helping employees prepare for retirement is challenging yet critically important. Two key strategies are:

    1. Encouraging them to contribute to their retirement plans in the first place, and 
    2. Increasing those contributions over time.

    November 02, 2023 | 4 min read