Corporate retirement plans
Plan Sponsor Insights
The latest retirement plan industry news, education and tips to help you navigate fiduciary responsibilities.
Financial Planning
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. In the meantime, plan sponsors can look at a variety of metrics to help evaluate and track plan outcomes. The 2025 PLANSPONSOR Defined…
Read
Financial Planning
The Unique Retirement Planning Considerations of “Single Savers”
It’s been widely reported that the marriage rate among Americans has declined sharply in recent decades. According to the Census Bureau, 60.8% of households were headed by married couples in 1980. By 2024, that figure had fallen to 47.1%.
Read
Financial Planning
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. What this means…
Read
Financial Planning
Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants
Access to an advisor tends to improve retirement confidence, according to a recent survey by the Employee Benefit Research Institute (EBRI). The Retirement Confidence Survey found that 83% of workers with advisory access feel confident about retirement readiness, compared with…
Read
Tax Planning
IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners
The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change, employees with prior-year FICA wages above $150,000 will no longer be able to make pre-tax catch-up contributions to their 401(k), 403(b), or…
Read
Financial Planning
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. Gen Xers, now in their mid-to-late 40s, 50s, and…
Read
Let's talk about your plan.
An advisor who treats the retirement plan like the employee benefit it is.