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Jun 27, 2019

Breaking down the SECURE Act

The US House of Representatives recently passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019), and now the Senate has the opportunity to consider the legislation or pass their own version, RESA (Retirement Enhancement Savings Act).

May 31, 2019

Data-driven products and personalization in the retirement industry

Data-driven products and personalized solutions are reshaping the retirement industry. What does this mean for the industry and most importantly our clients? The opportunity to achieve and deliver better outcomes across the retirement ecosystem.

May 29, 2019

Automatic rollovers for small-balance retirement accounts

Many American workers who hold several jobs over the course of their careers accumulate multiple small-balance retirement accounts. This trend is compounded by 50% of plans adopting auto-enrollment provisions. When employees leave a company, they tend to leave their small-balance accounts behind, creating administrative burdens and risks for plan fiduciaries.

May 16, 2019

Empowerment and education in the retirement industry

How do you juggle the competing goals of paying off student loans while saving for retirement? Or reducing debt while buying a home? Our whitepaper, Why the retirement industry needs to step up its game, discusses how engagement and education are key to reducing financial stress.

Dec 11, 2018

5 areas to mark off your 2018 financial review checklist

The end of the year is a great time to take a step back and do a financial review, especially if your investment mix, risk tolerance, or time horizon has changed recently. When meeting with your financial advisor, consider whether these areas of your life are on track.

Oct 3, 2018

The latest trends in participant engagement and education

For many employees, financial concerns rank as the leading source of stress. It can cause employees to be less productive and miss work and also lead to health problems.

Aug 13, 2018

Can you afford early retirement?

Early retirement is a phrase many Americans wish they could turn into a reality. While retiring in your 50s or early 60s sounds enticing, it typically requires years of planning to make sure you've accumulated enough retirement assets to last for 20 or 30 years, or more.

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