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With the hand-off of trillions of dollars from baby boomers to younger generations over the next 20 years, the future of wealth management is expected to involve a hybrid model where AI enhances the capabilities of human advisors.

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.

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.

Here is a brief summary of items that employers and benefits advisors should be aware of for health plans as we close out 2024 and head into 2025.

ERIC notes that its own employer members have been fiduciaries for decades.

IBM has recently entered into a $6 billion pension risk transfer agreement with Prudential, as the retirement industry evolves from pension plans to 401(k) plans and PRTs firm allow firms to offoad the burdensome administration of allocating pension plans.

By staying informed and proactive, advisors and brokers can help ensure that employee benefit plans remain robust, compliant, and beneficial for all stakeholders.

We can leverage thoughtfully built applications and programs to more effectively predict our customers' or employees' needs and interests, allowing us to provide services as soon as the need arises.