Retirement Plan Consulting

Image for DOL Backs Employers in Forfeiture Litigation
April 14, 2026
Retirement Plan Consulting

DOL Backs Employers in Forfeiture Litigation

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.
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Image for Things I Wish I’d Known (and Done) Before I Retired
April 14, 2026
Retirement Plan Consulting

Things I Wish I’d Known (and Done) Before I Retired

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.
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Image for Savings Inertia: Moving Beyond the Default
January 12, 2026
Retirement Plan Consulting

Savings Inertia: Moving Beyond the Default

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.
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Image for Cybersecurity: A Top Plan Sponsor Concern
January 12, 2026
Retirement Plan Consulting

Cybersecurity: A Top Plan Sponsor Concern

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%).
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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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