Retirement Plan Consulting

Image for PARTICIPANT CORNER: You Can Now Save More in Your 401(k). See Why That Matters.
January 12, 2026
Retirement Plan Consulting

PARTICIPANT CORNER: You Can Now Save More in Your 401(k). See Why That Matters.

Most people don’t look forward to annual IRS announcements the same way they do the next season of their favorite Netflix show, but this one’s worth a look. Higher retirement plan contribution limits have been announced for 2026, and even a modest bump in your savings rate can make a big difference down the road.
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Image for Moving Target Dates: Delayed Retirement Realities
January 12, 2026
Retirement Plan Consulting

Moving Target Dates: Delayed Retirement Realities

For many American workers over 50, retirement timelines have become a moving target, with increasing numbers now planning to stay employed longer due to economic volatility, market uncertainty, and the rising cost of living.
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Image for Participant Corner: Road to Retirement: Should you Borrow or Keep Driving?
October 15, 2025
Retirement Plan Consulting

Participant Corner: Road to Retirement: Should you Borrow or Keep Driving?

Your retirement plan may allow you to borrow from your account—but before you do, it’s important to understand how it can impact your future savings. Think of it like a U-turn on your savings highway. It could cost you more time and money than you expect.
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Image for Talking Retirement Across Generations
October 15, 2025
Retirement Plan Consulting

Talking Retirement Across Generations

In today’s workforce, the demographic ages range from Gen Z to Baby Boomers. This is a gap of approximately 60 years! Plan sponsors should be adjusting their communication strategies to better reach each generation.
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Image for How Legislation, Location, and Longevity Are Shaping Retirement Readiness
October 15, 2025
Retirement Plan Consulting

How Legislation, Location, and Longevity Are Shaping Retirement Readiness

Retirement planning starts with numbers such as savings targets, contribution rates, and investment returns.
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Image for Supreme Court Lowers Bar for ERISA Lawsuits
October 15, 2025
Retirement Plan Consulting

Supreme Court Lowers Bar for ERISA Lawsuits

A recent Supreme Court ruling has changed the rules of the game for retirement plan lawsuits — and it could make life more challenging for plan sponsors.
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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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