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Bridging the Gap

Between industry news and personal experience.

 3 Strategies to Approach Inflation Thumbnail

3 Strategies to Approach Inflation

Employers can learn to adjust to the demands of inflation by working closely with retirement plan advisors. Here are a few good reasons to work with an advisor to understand inflation while still helping your employees prepare for retirement and work towards financial wellness.

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The Latest Supreme Court Decision Hughes v. Northwestern – What Plan Sponsors Need to Know  Thumbnail

The Latest Supreme Court Decision Hughes v. Northwestern – What Plan Sponsors Need to Know

Once again the Supreme Court has made it clear that a prudent fiduciary process is required of all ERISA-governed retirement plans. The landmark case, Hughes v. Northwestern, addressed complicated issues surrounding how the fiduciary process is a requirement for retirement plans. The big takeaway for those that manage a retirement plan is that there are no shortcuts, and the fiduciary process is non-negotiable.

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Four Tips to Boost Your Employees’ Retirement Outlook  Thumbnail

Four Tips to Boost Your Employees’ Retirement Outlook

As many employees look ahead to retirement, 70% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably.[1] However, forward-thinking employers have the ability to help their employees work toward a confident and happy retirement. According to the 2021 Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI), 33% of American workers feel very confident in their ability to live comfortably in retirement. That means that over 64% of Americans (or 2/3 of your workforce) feel prepared for their retirement future.[2] To help boost confidence, here are 4 forward-thinking tips proactive employers can do to help improve your employees’ retirement outlook:

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Is it Time to Consider a Cash Balance Plan? Thumbnail

Is it Time to Consider a Cash Balance Plan?

You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business. A cash balance plan operates differently from other types of traditional retirement plans in that it combines features of both defined benefit and defined contribution plans.

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