Consider this a real-world checklist to help benefits advisors choose a TPA partner to ensure client success.

IRS also announced the catch-up contribution limit for those 50 and older will rise by $1,000 to $7,500.

In-plan retirement income solutions are now on the priority list with at least eight new products, such as target payout funds and in-plan annuities, having been launched by major asset managers and insurers since 2020.

Automating LOA isn't the overnight fix to employee satisfaction, but it is a major step towards making a lasting impression in the moments that matter most.

The report finds that 2022 saw the lowest mark in overall satisfaction (7.8 out of 10) for the past three years, compared with an 8.2 score for 2021.

Many are seeking professional advice/guidance for generating retirement income, understanding how long their savings will last and whether their savings are on track or need to be adjusted, says report.

The court temporarily halted a motion on Friday from six states filing to stop the new program, just days after people began applying for loan forgiveness and a day after the Supreme Court rejected another challenge to the program.

In this Q&A conversation with BenefitsPRO, Stephani Manning, senior vice president of Innovative Captive Strategies, discusses the ins and outs of captive insurance and when and where it's the best fit for an organization.