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Financial Well-Being Makes Retirement More Accessible

The list of employee financial concerns includes stressful personal situations that distract employees’ attention from the work at hand. Thirty-nine percent of employers say that’s the item of most concern to employees, followed by increasing health care costs at 34% and the expenses and pressures of caring for family members (24%). Lackluster …

The SECURE Act: Key Items for Plan Sponsors

With its broad impact across qualified retirement plans, it is important for plan sponsors to become familiar with the Act’s changes, and to take appropriate action. The Act’s administrative changes will likely require plan amendments, and participant notification practices will also need to change. With that in mind, we gleaned a few key …

401(k) Plans Remain Important for Employees’ Futures

There is a lot of conversation lately reminding employees and participants of the fundamental reasons to contribute to their own retirement through their 401(k) plan, as well as why they should stay invested even during tough economic times. Times are tough for employers, too. With that in mind, here is our reminder for you about the importance …

Women and Retirement: Expectations Met or Missed?

As of late March 2020, the number of Americans expressing confidence in their ability to live comfortably in retirement was at near-record highs. Of course, since that time pandemic-related market flux may have changed the numbers. Because many surveys covering retirement are conducted only once a year, with results released several months after …

Four Risks Participants May Not Know They’re Facing

Life involves risk. One of them is retirement, and whether the money we save to fund it will last. Do your employees understand their risk, and actions they can take now to manage it? A recent survey found that retirement security may be threatened by these four risk factors: longevity, behavior, market conditions and inflation. The survey found …