Retirement Plan Consulting

Image for Amazon Faces Allegations of Mismanaged Funds
April 10, 2025
Retirement Plan Consulting

Amazon Faces Allegations of Mismanaged Funds

Amazon and the administrative committee overseeing its 401(k) savings plan have been hit with a class-action lawsuit alleging improper management of employee forfeiture funds.
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Image for Participant Corner: Maximize Your Employer Match in 2025
April 10, 2025
Retirement Plan Consulting

Participant Corner: Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50% of employers offering some level of matching, it’s an opportunity you don’t want to miss. Here’s how to make the most of it.
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Image for The Part-time Participant
April 10, 2025
Retirement Plan Consulting

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the unique challenges of improving part-time participants’ retirement readiness, and how their needs may differ from those of full-time employees, is essential for sponsors.
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Image for Helping Gen Xers Weather a Perfect Storm
April 10, 2025
Retirement Plan Consulting

Helping Gen Xers Weather a Perfect Storm

Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left almost half of them with no retirement savings.
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Image for Protecting Benefit Plans from Cybersecurity Threats
January 14, 2025
Retirement Plan Consulting

Protecting Benefit Plans from Cybersecurity Threats

Many plan sponsors focus on external cybersecurity threats, such as hackers attempting to breach their systems, but disgruntled employees can also pose a risk.
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Image for Participant Corner: Your Guide to a Financially Healthy New Year
January 14, 2025
Retirement Plan Consulting

Participant Corner: Your Guide to a Financially Healthy New Year

Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier habits or fitness objectives, but financial wellness is closely related to both mental and physical health.
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Image for Portability Services Network Expands Impact
January 14, 2025
Retirement Plan Consulting

Portability Services Network Expands Impact

According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.
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Image for What Retirement Planning Isn’t
January 14, 2025
Retirement Plan Consulting

What Retirement Planning Isn’t

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since 2020, according to Northwestern Mutual’s 2024 Planning & Progress Study.
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Image for Participant Corner: How Much Do You Know About Target Date Funds?
October 8, 2024
Retirement Plan Consulting

Participant Corner: How Much Do You Know About Target Date Funds?

The average person is likely unfamiliar with the term “TDF” however it is the most utilized and fastest-growing investment option in an employer-sponsored retirement plan. As a plan participant, it is essential to know what you are investing in.
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Image for The Road to 15%: Helping Participants Navigate Toward Retirement Readiness
October 8, 2024
Retirement Plan Consulting

The Road to 15%: Helping Participants Navigate Toward Retirement Readiness

Many advisors recommend saving 15% of pre-tax earnings, including any employer match, to prepare for a secure retirement — but to accomplish this, timing is crucial.
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