Retirement Plan Consulting

Image for PARTICIPANT CORNER: MONEYMAXXING The Social Media Trend for Making Every Dollar Work Harder
October 8, 2026
Retirement Plan Consulting

PARTICIPANT CORNER: MONEYMAXXING The Social Media Trend for Making Every Dollar Work Harder

“Moneymaxxing” creators, an emerging category of financial influencers, focus on helping you get more out of the money you already have, and put more of it to work for the long term.
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Image for Younger Workers Look to Employers for Retirement Help
October 8, 2026
Retirement Plan Consulting

Younger Workers Look to Employers for Retirement Help

Younger employees are placing greater responsibility on employers to help them prepare for retirement, according to J.P. Morgan Asset Management’s 2026 Defined Contribution Plan Participant Survey. Among Gen Z participants, 86% said employers have at least some responsibility to help employees save for retirement.
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Image for SECURE 2.0 Plan Amendments Are Due by Year-End
October 8, 2026
Retirement Plan Consulting

SECURE 2.0 Plan Amendments Are Due by Year-End

Qualified retirement plans must adopt written amendments for SECURE 2.0 changes by December 31, 2026. The deadline applies broadly, and even plans that elected no optional provisions must amend for mandatory changes like the increase in the required minimum distribution age.
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Image for Retirement Savings Rate Reached an All-time High in 2025
October 8, 2026
Retirement Plan Consulting

Retirement Savings Rate Reached an All-time High in 2025

U.S. retirement savings metrics continued to strengthen in 2025, with 45% of participants increasing their contributions and the average total savings rate reaching a record 12.1%, according to Vanguard’s How America Saves 2026. Average account balances rose 13% year over year.
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Image for Women Report Positive Advisor Relationships, Minus the ‘Mansplaining’
July 7, 2026
Retirement Plan Consulting

Women Report Positive Advisor Relationships, Minus the ‘Mansplaining’

Most women investors say they feel heard, valued and treated the same as their male counterparts, but new survey results from the Nationwide Retirement Institute find that feeling respected and understood are not always the same thing.
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Image for PARTICIPANT CORNER: Timing is Everything: What to Know About 401(k) Vesting
July 7, 2026
Retirement Plan Consulting

PARTICIPANT CORNER: Timing is Everything: What to Know About 401(k) Vesting

A 401(k) isn’t just a tool for your own savings. It can also help you access additional retirement support from your employer. Many plans include employer contributions, including employer matching or discretionary employer contributions.
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Image for The Women Who Taught Me About Retirement Security
July 7, 2026
Retirement Plan Consulting

The Women Who Taught Me About Retirement Security

These are some of the reasons why Women’s Retirement Security Day (WRSD) matters. Women’s Retirement Security Day is a new national awareness campaign that brings together employers, advocates, policymakers, retirement professionals, and community organizations to encourage conversations and practical action around women's retirement security.
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Image for Women’s Savings in Focus
July 7, 2026
Retirement Plan Consulting

Women’s Savings in Focus

Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances, and prioritize long-term financial security. The data also reveal some opportunities around confidence, strategies, and obstacles that education, guidance, and employer-sponsored benefits can help close.
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Image for PARTICIPANT CORNER: 401(k) Check-ins Can Help You Stay On Track
April 14, 2026
Retirement Plan Consulting

PARTICIPANT CORNER: 401(k) Check-ins Can Help You Stay On Track

In many ways, saving through your employer-sponsored retirement plan has never been more convenient. Automatic enrollment, auto-escalating contributions, and target date funds can make saving feel almost effortless by quietly adjusting your contributions and investments over time.
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Image for How Are Plan Sponsors Measuring Participant Success?
April 14, 2026
Retirement Plan Consulting

How Are Plan Sponsors Measuring Participant Success?

The ultimate proof of retirement plan participant success is in the results: whether the participant achieves a financially secure retirement.
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