Between industry news and personal experience.

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Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do you evaluate, benchmark and assess your plan and what other expertise or protection should you consider?

The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting tips. This employee newsletter focuses on budgeting tips, the 50/30/20 rule and sharing the new contribution limits for 2023.

Retirement plans can be as unique as your company and its employees. Yet many committees do not take the time to set specific goals for their plans. Without defined goals, it can be difficult to create an effective retirement plan that meets expectations. Here’s helpful guidance about defining your plan goals and offering this benefit which helps everyone save toward retirement success.

After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan legislations. The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules.

As 2022 ends, it is time to shift your focus to optimizing your workplace and workforce. The future looks toward powerful partnerships between employers and service providers, successful financial wellness programs and smooth 401(k) plan transitions.