Artificial Intelligence (AI) stands to be a transformative technology in the workplace and is fast emerging as an empowering force in...
Navigating AI in Retirement Plan Administration
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Articles by Strategic Retirement Partners
Final Catch-Up Regulation Published
On September 15, 2025, the Internal Revenue Service (IRS) and Treasury Department released a final regulation reflecting statutory changes...
Your Future, Your Power: Celebrate 401(k) Day
Each September, National 401(k) Day shines a spotlight on one of the most powerful tools available for building your financial future....
Uncashed Retirement Distribution Checks
While retirement plan balances of terminated participants above $7,000 can remain in the plan, small balances under $7,000, and...
Executive Order Could Open Door for Alternative Investments in DC Plans
On August 7, President Trump signed an executive order (EO) directing the Secretary of Labor to, among other things, “reexamine the...
(Even) Where There’s a Will… Beneficiary Designations Rule
One of the more commonly overlooked aspects of saving in a workplace retirement plan is designating a beneficiary. Most participants...
Saving Smart: Your Guide to Retirement Contributions
Maximize Your Retirement Savings Take Control of Your Financial Future with Smart Contributions Planning for retirement is one of the most...
A Reset on Cryptocurrency Guidance
The rise of digital currencies as an investment vehicle has captured the attention of both institutional investors and retirement plan...
Navigating ERISA: Prohibited Transactions and Their Exemptions
A recent U.S. Supreme Court ruling in Cunningham v. Cornell University reinforces a key takeaway for anyone overseeing a retirement plan:...
Often Underestimated but Mighty Aspects of Your Financial Plan
Preparing for Your 8,000 Day Retirement
Engaging Employees in 2025
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