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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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    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

    TrendsFinancial literacyRetirement readiness

    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.

    October 25, 2023 | 6 min read

    TrendsWellnessRetirement readiness

    Mental health & money: How financial professionals can help

    We can probably agree the phrase “Money can’t buy happiness.” isn’t entirely true, or at least, that it ignores the differences having enough money can make.

    October 11, 2023 | 3 min read


    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

    August 23, 2023 | 4 min read

    TrendsInvestmentsFiduciaryPlan design

    Considerations before including cryptocurrency in employee benefit plans

    Cryptocurrency has been a hot topic in the news and popular among some younger DIY investors. But should this relatively new type of investment be part of employee benefits packages?

    August 09, 2023 | 2 min read