Curated Content Library

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

Healthcare, retirement savings and PTO emerge as the top 3 ranked benefits employers can offer.

2022 Trustees Report shows as of right now, Social Security will be able to pay scheduled benefits until 2034—one year later than reported last year.

Recent market volatility could present an opportunity for #millennial investors. #InvestingMany popular funds in workplace retirement savings plans are down more than 13% so far this year.

Are investors getting worried? Trading is slowing down among 401(k) participants.

Numbers don't lie! Plan sponsors offering automated plan features see positive effects  

EXECUTIVE SUMMARY The Department of Labor (DOL) recently issued a Release that warns about cryptocurrency use in 401(k) plans. The Release raises a number of concerns, including troubling implications.

“Starter-K Act of 2022” introduced in Senate this week would create streamlined “starter” defined contribution plans for small businesses.

Retirement assets increased by 11.6% in 2021, signifying financial confidence and increased savings rate among American workers. 

Are you looking for tools to help attract and retain employees in a tight labor market? Your retirement plan could be key. 

Emergency funds are a new and important part of benefit packages - how can employers use workplace retirement plans to help employees build these? 

This survey sponsored by Franklin Templeton was started with the goal of understanding the perspective of the modern American worker. 55% of employees want their employer to personalize their retirement benefits. They are also highly interested in f...

6 out of 10 participants don't understand what the "date" means in a Target Date Fund. AllianceBernstein's latest study dives into employee insights about their retirement savings 

New audit standards for filing Form 5500 from a CPA firm specializing in 401(k) audits. Discusses areas of frequent non-compliance and offers proactive suggestions.

On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru...

Recent legislation and findings impacting Retirement Income Adequacy

Two-thirds of employees surveyed said having access to a financial wellness program would make them more likely to stay with an employer.

59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.

The new Wealth & Wellness Index explores Americans' sense of financial confidence and provides a framework for developing financial health. The State of American Financial Confidence, Now & in the Future