Retirement Plan Consulting

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.

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.

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.

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.

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.

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

The U.S. Department of Labor (DOL) is urging a federal appeals court to uphold the dismissal of a lawsuit claiming that an employer misused retirement plan forfeitures.

After three years in retirement, they reflect on lessons learned—highlighting what they wish they had known or acted on sooner, as well as a few important decisions they’re grateful they didn’t overlook.

New research has revealed some telling patterns in employee retirement plan contribution rates. According to PLANSPONSOR’s 2025 Participant Survey, nearly 4 in 10 participants said that – when choosing their rate – they simply stayed with the plan’s default setting.

According to Escalent’s 2025 Retirement Planscape study, more than half of plan sponsors rank cybersecurity as their No. 1 “plan fear,” ahead of poor investment performance (45%) and insufficient participant savings (43%).