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Rising Markets Don’t Lift All Participants
While markets near record highs, many workers—especially younger, lower-income, and female employees—still struggle to achieve retirement readiness. This blog highlights how plan sponsors can close those gaps through innovative strategies like emergency savings accounts, student loan repayment matching, and targeted financial wellness education.
PEPs Gaining Ground, But One Size May Not Fit All
Pooled employer plans (PEPs) are gaining popularity as a way to expand retirement coverage for small businesses, offering lower costs and reduced administrative burdens. However, sponsors should weigh trade-offs in flexibility, governance, and investment options before deciding if a PEP is the right fit for their workforce.
Other Benefits Developments
From rising drug costs to evolving wellness and reproductive health policies, benefit trends are shifting fast. This blog explores how plan sponsors can stay ahead—by boosting transparency, managing PBM relationships, and proactively adapting programs to support employee well-being.
Retirement May Be Your Next Adventure
Retirement doesn’t have to signal the end—it can be the start of an exciting new chapter. This blog explores how retirees are reinventing themselves through second careers, passion projects, travel, and flexible lifestyles that keep them fulfilled and engaged.
How HSAs Can Benefit Small Employers and Their Employees
Navigating the challenges of recruiting and rewarding exceptional employees has many small business owners reevaluating the benefits that truly deliver value. Health Savings Accounts (HSAs) paired with High-Deductible Health Plans (HDHPs) are rising to meet the moment with powerful tax advantages for both employers and their teams.
Moving Target Dates: Delayed Retirement Realities
More Americans are pushing back their retirement dates — creating both challenges and opportunities for employers and employees alike. Learn how phased-retirement strategies and personalized planning can help your organization and your workforce adapt to this shifting reality.
Opening the Door Wider to PE
Private equity is starting to make its way into retirement plans, offering both new opportunities and new challenges for plan sponsors. Discover what employers should consider before opening the door wider to this complex but potentially powerful asset class.
Supreme Court Lowers Bar for ERISA Lawsuits
A new Supreme Court decision has made it easier for ERISA lawsuits to advance — raising the stakes for retirement plan sponsors. Learn how this ruling may impact your fiduciary responsibilities and why proactive oversight is now more critical than ever.