Kampstra Wealth Management
  • Home
  • About Us
  • Wealth Management
  • Retirement Plan Services
    • Complimentary 401(k) Benchmarking
  • Learning Center
    • Articles
    • Webinars
  • Second Opinion
  • Contact Us
Select Page
PhillySaves Is Coming—But Is It the Best Option for Your Business?

PhillySaves Is Coming—But Is It the Best Option for Your Business?

Aug 6, 2026 | Plan Administration, Retirement Plan News, Retirement Plans

Philadelphia has become the first city in the nation to establish its own automatic workplace retirement savings program. Known as PhillySaves, the program is designed to help private-sector employees who do not have access to a workplace retirement plan begin saving...
The Tax Advantages of Collective Investment Trusts

The Tax Advantages of Collective Investment Trusts

Jul 20, 2026 | Plan Administration, Retirement Plans

The Tax Advantages of Collective Investment Trusts: A Fiduciary Resource for Plan Committees – Great Gray Trust Company greatgray.com
Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

Jul 1, 2026 | Plan Administration, Retirement Plan News, Retirement Plans

In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement Income Security Act of 1974 (ERISA). The proposed Fiduciary Duties in Selecting Designated Investment Alternatives rule clarifies fiduciary...
AI Used Widely (Though Not Always Wisely) for Retirement Planning

AI Used Widely (Though Not Always Wisely) for Retirement Planning

Jun 18, 2026 | Plan Administration, Retirement Plan News, Retirement Plans

AI is now a copilot for everyday tasks, helping people with emails, meal planning, workout routines, and more. It’s also impacting how participants approach retirement planning. AI’s Growing Influence on Financial Decision Making While health and wellness rank...
Retirement Expectations vs. Reality: What Workers May be Getting Wrong

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

Jun 5, 2026 | Plan Administration, Retirement Plan News, Retirement Plans

The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey (RCS) finds a widening gap between what workers expect retirement to look like and what retirees actually experience, particularly around retirement timing and...
Survey: Knowledge Gap Drives Retirement Plan Nonparticipation   

Survey: Knowledge Gap Drives Retirement Plan Nonparticipation   

May 22, 2026 | Plan Administration, Retirement Plans

Among people who choose not to participate in their employer-sponsored retirement plan, many cite a lack of understanding as the primary reason, according to recent surveys. Regulatory mandates have attempted to harness the power of automatic features and strengthen...
« Older Entries

Filter Post by Category

  • Age 55+
  • Family Finances
  • In The News
  • Individuals
  • Investing Basics
  • Plan Administration
  • Plan Administration
  • Retirement Plan
  • Retirement Plan News
  • Retirement Plans
  • Uncategorized
  • Webinars

View Recent Posts

  • PhillySaves Is Coming—But Is It the Best Option for Your Business?
  • A Thoughtful Guide for Conversations with Your Parents
  • The Tax Advantages of Collective Investment Trusts
  • Summer Reading List
  • Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

©2025 Kampstra Wealth Management