Retirement Blogs
All the latest news about retirement planning and wealth management.
ERISA Record Retention: Keeping the Receipts
Most plan sponsors think about retirement plan administration in terms of participant communications, investment oversight, compliance...
Never Too Little, Never Too Late: Your 401(k) Guide for Every Decade
Every September, National 401(k) Day reminds us of a simple truth: it's never too little, and it's never too late to take charge of your...
Twenty Years Later: The Pension Protection Act That Changed Everything
When Congress passed the Pension Protection Act (PPA) in August 2006, most attention focused on fixing pension funding rules and...
Saver’s Match Guidance Coming
The Internal Revenue Service (IRS) recently announced that the agency and the Treasury Department (Treasury) plan to propose regulations...
DIY Retirement Plan Investing: Self-Directed Brokerage Accounts
Many retirement plan participants lack the knowledge, expertise or interest in making investment decisions regarding their retirement...
Supporting Women’s Retirement Security Starts with Awareness
On July 14, 2026, Women’s Retirement Security Day brings attention to the importance of financial wellness and long-term retirement...
HSAs: Healthcare Benefit, Retirement Strategy – Or Both?
The Internal Revenue Service (IRS) recently announced an increase in the limits for health savings accounts (HSAs) in 2027.[i] If there is...
Practical Ways to Manage Market Volatility Without Overreacting
Market ups and downs can feel unsettling — specially when headlines highlight sharp swings from one day to the next. But volatility is a...
Cybersecurity & Protecting Yourself from Fraud and Online Threats
Staying connected online makes life easier, but it also creates new opportunities for scammers. With rapid advances in artificial...
Prudent Participant Data Usage Principles
Historically, according to a few courts, participant data may not be a plan asset under the Employee Retirement Income Security Act...
Float: Out of Sight, But Not Out of Mind – A Quiet Source of Income in Retirement Plan Dollars
Float is income earned on plan assets during the brief period between when a service provider receives money and when it is actually...
Fiduciary Duties in Selecting Designated Investment Alternatives
In August 2025, President Trump issued an executive order directing the Department of Labor (DOL) to reexamine its guidance on fiduciary...
Your 401(k) New Year Reset: 4 Questions Everyone Should Be Able to Answer
January is when everyone feels like they should be doing something with their 401k. New year, new statements, new headlines, and suddenly...
Required by SECURE 2.0, DOL Proposes Tweaks to Electronic Disclosure Rules
On February 24, 2026, the Employee Benefit Security Administration (EBSA) issued a proposed regulation (the Proposal) designed to modify...
Spring Forward With Your Financial Goals
Spring is a natural time to refresh routines and refocus on what matters. As the season changes, it can be a good opportunity to check in...
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