by Kelly Carlson | Feb 2, 2023 | newsletter
Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration. Facts about beneficiary designations 48% of people...
by Kelly Carlson | Feb 2, 2023 | newsletter
According to Morgan Stanley at Work’s September Plan Sponsor Research Results, plan design is a fast-rising differentiator that’s driving employee enrollment and supporting talent strategy in many companies. 401(k) plans remain a strong essential workplace benefit, as...
by Kelly Carlson | Feb 2, 2023 | newsletter
Various solutions exist to reinforce retirees’ ability to manage the drawdown of the wealth and effectively use their assets and maintain a comfortable standard of living. The portfolio management can be guided and informed by plan sponsor, but the participant has...
by Kelly Carlson | Feb 2, 2023 | newsletter
A full two-thirds of employees don’t receive guidance on managing their retirement plan benefit while offboarding. Leaving 401(k) or 403(b) balances behind can result in orphaned accounts that sit unmonitored and unmanaged by participants for years — as opposed to...
by Kelly Carlson | Jan 4, 2023 | newsletter
Since the contribution limits were recently raised by 10% 401(k), 403(b) and most 457 plans (to $22,500), we thought now might be a good time to share creative ways to communicate to your participants the benefits of increasing contributions to their retirement plan....
by Kelly Carlson | Jan 4, 2023 | newsletter
With inflation at its highest levels in more than four decades, it’s not surprising that nearly three in four American workers report they’re experiencing increased stress concerning their personal finances. According to a 2022 survey of more than 1,000 employees...
