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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.
Road to Retirement: Should You Borrow or Keep Driving?
Your retirement plan may allow you to borrow from your account—but before you do, it’s important to understand how it can impact your future savings.
EBSA 2024 Enforcement Efforts and Trends/Tips for 2025
The Department of Labor’s Employee Benefits Security Administration (EBSA) is making headlines again—recovering nearly $1.4 billion in FY 2024 for employee benefit plans, participants, and beneficiaries. In 2025, new leadership signals shifts in enforcement priorities—from fiduciary law and IRA rollovers to cybersecurity and alternative investments. Our latest blog breaks down 2024’s enforcement trends, what they reveal about EBSA’s focus, and practical tips for plan sponsors and fiduciaries going forward.