Curated Content Library

Retirement plan Q & A: How often can emergency withdrawals be taken under SECURE 2.0?

We've all heard of “quiet quitting” but your company may be suffering from "quiet hiring."

Are you struggling with employee retention? Learn about the latest statistics on 'quiet quitting' and tips to tackle this issue. 

The “Swiss Army Knife” of missing participant searches can help plan sponsors fulfill their fiduciary duty to ensure that plan participants receive the retirement benefits that they’re owed.

According to a new trends report, many employees expect employers to offer a retirement plan benefit because of the tight labor market.

How to get more employees engaged in the 401(k) plan? Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.

Who is on the hook if an employee’s identity or retirement savings is stolen?

The best financial resolutions for 2023 If you're giving a little more thought into how to reach your goals at the start of the new year, you're not alone. It's a common practice throughout the world and has been around for thousands of years.1 New Y...

The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs 

Looking for recruiting & retention ideas in a time of inflation and economic uncertainty? A few ideas to consider are boosting benefits, workplace flexibility, DEI efforts and an ongoing focus on improving the work experience. Despite WTW data sho...

BREAKING: The DOL allows for 401(k) plans to offer ESG funds. #DOL #ESG

Under a new proposal, employers would be allowed to self-correct — and self-report — mistakes in retirement plan contributions. . Some limits would apply; among other things, businesses could only use the program for lost earnings under $1,000.

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