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The upcoming election results will have a significant impact on health care and employee benefit policies for at least the next four years.

Over a third of plan participants have taken 401(k) loans and hardship withdrawals, while ESAs provide a no-cost alternative that cuts the likelihood of retirement loans and withdrawals in half.

Inflation is getting lower and, under federal law, that means the benefits cost-of-living increase is getting smaller.

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.