Retirement Plan Consulting

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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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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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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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Image for IRS Issues Guidance on Student Loan Matching
October 8, 2024
Retirement Plan Consulting

IRS Issues Guidance on Student Loan Matching

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between $20,000 and $25,000.
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Image for A Fiduciary Focus on Forfeitures
October 8, 2024
Retirement Plan Consulting

A Fiduciary Focus on Forfeitures

Roughly a year ago, a pair of attorneys located in Pasadena, California launched the first of what would become a series of lawsuits targeting the use of plan forfeitures to offset employer contributions as a breach of fiduciary duty.
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