Newsletter

March 2024 Newsletter

March 2024 Newsletter

Generational Influences and Behavioral FinanceUnderstanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and prepare for a secure and...

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December 2023 Newsletter

December 2023 Newsletter

Happy Holidays!2023 has been a year of growth, challenges, and remarkable achievements, and we want to take a moment to express our sincere gratitude for your unwavering support and partnership throughout this journey. Your trust in our company has been a cornerstone...

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October 2023 Newsletter

October 2023 Newsletter

Hardship Distributions Surge: Strategies for a Troubling TrendMore and more workers are taking hardship distributions from their 401(k) accounts, a recent report shows. Bank of America’s June 2023 Participant Pulse study reveals nearly 16,000 participants withdrew...

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September 2023 Newsletter

September 2023 Newsletter

The Retirement Savings Glass Is Only Half Full for WomenAccording to recent data from the National Council on Aging and the Women's Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement...

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August 2023 Newsletter

August 2023 Newsletter

Employees Want Financial Planning Support — and Aren’t Afraid to Ask for ItFinancial stressors including stubbornly high inflation and historic levels of credit card debt continue to impact workers across a wide range of income brackets. Twenty-eight percent of...

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July 2023 Newsletter

July 2023 Newsletter

Connection to Future Self Is Key to Retirement ReadinessThe relationship we forge with our future selves can greatly impact financial decision making in the present. Research conducted by social psychologist Hal Hershfield using functional magnetic resonance imaging...

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Is Your Retirement Plan “Catchy?”

Is Your Retirement Plan “Catchy?”

Is Your Retirement Plan "Catchy?" By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in 2020, nearly 15% of participants utilized catch-up...

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April 2023 Newsletter

April 2023 Newsletter

Your Plan Fiduciary Must-Do and Should-Do Lists When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things that you can do proactively that will keep the plan—and...

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Other Resources

March 2024 Newsletter

March 2024 Newsletter

Generational Influences and Behavioral FinanceUnderstanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and prepare for a secure and...

7 Tips to Prepare You for Retirement

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you...

December 2023 Newsletter

December 2023 Newsletter

Happy Holidays!2023 has been a year of growth, challenges, and remarkable achievements, and we want to take a moment to express our sincere gratitude for your unwavering support and partnership throughout this journey. Your trust in our company has been a cornerstone...