Retirement Advisor

This new pooled employer plan opens the door to retirement planning for 500,000 employees across 47 states.

The explosion of self-funding is forcing benefits consultants to deliver best-in-class solutions for every claims category, resulting in a whole new phenomenon: point solution fatigue.

While saving for retirement is the top-ranked financial goal for employees overall, young and lower income employees rank paying off credit card debt as their top financial goal, according to a Bank of America report.

Suppliers use rebate loss to block normal utilization management strategies, according to NAHPC and ERIC.

Workers in these states have shorter commutes and more affordable housing, according to new 2023 Census results.

An estimated 80% of plan sponsors are overpaying administrative and investment fees due to failure to benchmark their plans annually, according to Steven Abernathy, Principal and Chairman of Abernathy Daley 401K Consultants.

There's a push by Congress, spearheaded by ranking committee member Sen. Tim Scott, to include the ability for 403(b) plans to use the low-cost CIT investment options that many 401(k) plans use today.

Partnering with a retirement plan specialist can help you design a 401(k) plan that supports recruitment and retention efforts without causing more administrative work that takes away from focusing on growth.