Retirement Plan Consulting

Image for Don’t Take Forfeitures for Granted
July 24, 2025
Retirement Plan Consulting

Don’t Take Forfeitures for Granted

Retirement plans have long subjected employer contributions to vesting schedules, rewarding tenure by increasing the participant’s ownership in those contributions in proportion to their years of service.
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Image for Engaging the TikTok Generation on Retirement
July 24, 2025
Retirement Plan Consulting

Engaging the TikTok Generation on Retirement

Nearly a quarter of all Gen Z employees aren’t enrolled in a company retirement plan, according to BenefitsPro.
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Image for Basic Fiduciary Obligations for New Plan Sponsors
July 24, 2025
Retirement Plan Consulting

Basic Fiduciary Obligations for New Plan Sponsors

Threats of financial penalties and legal liabilities heighten the need for proper compliance with the Employee Retirement Income Security Act of 1974 (ERISA).
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Image for Participant Corner: Saving in Your 20s, 30s, 40s and Up…What Changes?
July 24, 2025
Retirement Plan Consulting

Participant Corner: Saving in Your 20s, 30s, 40s and Up…What Changes?

No matter how old you are, it’s never too early (or late) to save money for retirement.
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Image for Amazon Faces Allegations of Mismanaged Funds
April 10, 2025
Retirement Plan Consulting

Amazon Faces Allegations of Mismanaged Funds

Amazon and the administrative committee overseeing its 401(k) savings plan have been hit with a class-action lawsuit alleging improper management of employee forfeiture funds.
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Image for Participant Corner: Maximize Your Employer Match in 2025
April 10, 2025
Retirement Plan Consulting

Participant Corner: Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50% of employers offering some level of matching, it’s an opportunity you don’t want to miss. Here’s how to make the most of it.
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Image for The Part-time Participant
April 10, 2025
Retirement Plan Consulting

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the unique challenges of improving part-time participants’ retirement readiness, and how their needs may differ from those of full-time employees, is essential for sponsors.
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Image for Helping Gen Xers Weather a Perfect Storm
April 10, 2025
Retirement Plan Consulting

Helping Gen Xers Weather a Perfect Storm

Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left almost half of them with no retirement savings.
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Image for Protecting Benefit Plans from Cybersecurity Threats
January 14, 2025
Retirement Plan Consulting

Protecting Benefit Plans from Cybersecurity Threats

Many plan sponsors focus on external cybersecurity threats, such as hackers attempting to breach their systems, but disgruntled employees can also pose a risk.
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Image for Participant Corner: Your Guide to a Financially Healthy New Year
January 14, 2025
Retirement Plan Consulting

Participant Corner: Your Guide to a Financially Healthy New Year

Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier habits or fitness objectives, but financial wellness is closely related to both mental and physical health.
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Visit our OBBB Resource Hub to understand how the bill impacts employer sponsored health plans and opportunities for your 2026 renewal.
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