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


    Executive employee retention: Could you be doing more to help?

    A purpose. Community. Professional growth. A paycheck. What employees get out of work varies depending on their role, so you can’t approach everyone with one-size-fits-all encouragement. If a company wants to retain good leaders, which is crucial for any future business success, many different incentives should be considered — not the least of which is compensation.

    March 22, 2023 | 4 min read


    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


    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

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    Help investors with cybersecurity best practices

    Cyberattacks are more prevalent than ever. The most recent report from the FBI’s Internet Crime Complaint Center (IC3) Report calls the increase in cyberattacks in 2021 “unprecedented.”1 What’s more, the IRS claims COVID-19 pandemic-related scams, such as Economic Impact Payment and tax refund scams, are still a concern for taxpayers.2

    January 25, 2023 | 4 min read


    What role can social media play in your business?

    Social media is an integral part of the lives of many people across the country — to the tune of roughly seven-in-ten Americans using it.1 Aside from sharing memes and cute puppy videos, many professionals can leverage different social media networks to grow their audience — and maybe their business as well.

    So, what role can social media play in helping you grow? Let’s review how you can boost their messages to a greater audience by being part of their daily scroll.

    January 18, 2023 | 3 min read


    2023 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 2023. The Internal Revenue Service (IRS) has made the updates available, and these adjustments have the marks of the current inflation crisis all over it.

    January 11, 2023 | 4 min read


    Helping retirees understand Medicare

    Securing one’s continued insurance coverage through retirement is critical. With so much to take care of, it can be overwhelming for retirees to make sure everything is in order as they sunset out of working life. Medicare in particular can be confusing.

    Those on the cusp of retirement may begin to have more questions about how to navigate the complexities of Medicare. Here’s an overview of Medicare’s parts and retirees’ healthcare options that can help inform financial and human resources professionals who often face questions from workers as retirement approaches.

    January 04, 2023 | 6 min read


    Should a company offer a Pooled Employer Plan (PEP)?

    Small business leaders and employers sometimes have a harder time recruiting workers due to their inability to offer the robust retirement plan benefits that larger enterprises can. That may no longer be the case since the introduction of rules surrounding Pooled Employer Plans, also known as PEPs.

    November 02, 2022 | 3 min read


    Key recommendations for a better, inclusive plan design

    When designing defined contribution (DC) retirement plans, many factors must be considered. Not only do plan designers have to ensure compliance with laws and regulations, but they also have to think of the employers (and their budgets) as well as how to best accommodate plan participants in a way that makes it worth everyone’s investment. 

    A good way to think about this is to see it through a lens of diversity and inclusion. How can this be accomplished?

    September 14, 2022 | 3 min read