For many employers, “retirement planning” brings to mind compliance obligations and decisions about plan designs and investment lineups. But retirement readiness also has increasingly direct consequences for workforce management, succession planning, and business operations. One demographic trend makes this an … Read More
Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances, and prioritize long-term financial security. The data also reveal some opportunities around confidence, strategies, and obstacles that education, guidance, and … Read More
Resources that support informed financial decision-making can help workers navigate the complexity of retirement planning with more confidence and less anxiety. The 2026 EBRI/Greenwald Retirement Confidence Survey provides cause for optimism but also indicates there is opportunity to do more … Read More
If you listen to financial podcasts, watch TikTok budgeting videos, or read investing tips from online “gurus” and still feel stressed about everyday money decisions, you’re not alone. Understanding basic financial concepts is important, but knowledge alone (especially if you … Read More
Faith-based organizations looking to offer retirement benefits to employees face decisions that secular employers do not, including whether their retirement plans are subject to ERISA. To aid the decision-making process, the Department of Labor (DOL) issued guidance in April … Read More
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 working for pay. … Read More
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 obligations … Read More
A 401(k) isn’t just a tool for your own savings. It can also help you access additional retirement support from your employer. Many plans include employer contributions, including employer matching or discretionary employer contributions. To make the most of this … Read More
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. On January 30, 2026, the DOL filed an amicus brief with the U.S. … Read More
Rep. Glenn Grothman (R-Wisc.) and Rep. Donald Norcross (D-N.J.) have introduced legislation aimed at easing Form 5500 filing burdens. The bill, H.R. 7362, known as the Form 5500 Filing Simplification Act, was introduced on February 4, 2026. Among other changes, … Read More
