Curated Content Library

On November 7, 2022, the IRS released Revenue Procedure (Rev. Proc.) 2022-40 which generally updates the determination letter submission process for qualified retirement plans, including 401(k) plans. In particular, among other changes, the program e...

New research shows that 8 in 10 participants say automatic features helped them start saving sooner. #savings #401k 

Young workers are relying on more than their 401(k)s to save for retirement as other types of investments play a greater role in their long-term wealth plans, according to the annual nationwide survey of 401(k) plan participants from Schwab Retiremen...

Financial instability is causing women, Millennials and Gen Z to struggle to reach Personal Financial Goals. 

Following up on the SECURE Act and other recent plan amendment extensions in Notice 2022-33, the IRS has issued Notice 2022-45 (Sept. 27, 2022) to extend the amendment deadlines for the remaining provisions of the Coronavirus Aid, Relief, and Economi...

More people may be asking to take money out of their retirement plans because of the current economy. Here are the Do’s and Don’ts of Hardship Distributions

A new study finds that millennials might be having a harder time maintaining their standard of living due to a variety of factors.

As markets move up and down, here are a few ideas to share with your employees to address market fears. #marketvolatility 

What helps keep your 401k plan running smoothly? Here's a tip: Documentation.

Stay the course. #Research study shows even inspiteof volatility, deferral rates remained steady at 8.4% 

With more and more #Boomers approaching retirement age, 40% are looking to delay. What does this mean for your workforce?  

Research shows employer contributions can both encourage participant contributions and enhance them, read more about the findings. #savings 

Addressing the biggest plan sponsor issues. 

4 actions employers can take toward financial wellness

Experts suggest that a meaningful mix of investment choices may improve portfolio diversification and give investors the confidence to stay the course.

Here is how "super savers" are setting the pace for retirement despite inflation concerns.

If you offer ESGs or are considering them for your 401k plan, here are 4 issues you will want to consider. 

Save or spend? Here's how inflation is causing participants to act more like institutional investors.

Inflation & Open Enrollment. With open enrollment just around the corner, how will inflation impact their sections?  

Tight labor markets call for action to retain key employees. See where your company's practices fall on a scale of questionable to best.