Aug 23, 2024 | Plan Administration, Retirement Plans
Cybersecurity and How to Deal with Data Breaches as a Plan Sponsor Retirement funds are a target for cybersecurity attacks and identity fraud more than ever before. For most people, their retirement account is one of their biggest assets and they rarely check it. This...
Jul 25, 2024 | Plan Administration, Retirement Plans
Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own...
Jul 10, 2024 | Plan Administration, Retirement Plans
A recent study commissioned by the ALI Retirement Income Institute has revealed a stark reality: A substantial portion of America’s Baby Boomer population is ill-prepared for retirement. The study, co-authored by former U.S. Under Secretary of Commerce for Economic...
Jun 13, 2024 | Plan Administration, Retirement Plans
According to a recent survey by retirement finance company IRALogix Inc., Millennials are changing the way people think about retirement. According to over 50% of Millennials surveyed, obtaining “financial independence” is a more significant indicator of...
May 31, 2024 | Plan Administration, Retirement Plans
A recent Gallup survey found that engagement at work has cratered among U.S. employees. According to the research, only 33% of workers were engaged in 2023, representing nearly $2 trillion in lost productivity. The findings show lack of engagement among nearly every...
May 2, 2024 | Plan Administration, Retirement Plans, Uncategorized
Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster...
