Employee Outcomes

The Retirement Savings Glass Is Only Half Full For Women
According to recent data from the National Council on Aging and the Women’s Institute for a Secure Retirement, nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement plan. Digging Deeper into the Data The top reported financial concerns among women, alongside insufficient retirement savings, include housing costs, Social Security,  Read More →
Fiduciary Hot Topics – Fall 2023
As the weather turns cool, things in the retirement plan landscape are heating up! From changes to the Form 5500 to an important SECURE Act 2.0 provision delay, read on for the latest hot topics that may impact your organization’s retirement plan! Assets in Retirement Plans Top $35 Trillion According to data released by the  Read More →
Empowering Gen Z: Setting Your Youngest Participants Up for Success
Understandably, companies typically devote considerable attention to assisting participants nearing retirement. But the outsized value of early contributions to retirement readiness means employers should also focus on getting their youngest workers enrolled — and contributing — to their workplace retirement plan as soon as possible. So, what do we actually know about Gen Zers’ attitudes  Read More →

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