Understanding how inflation is impacting the buying power of workers’ take-home pay—and what you can do to better align with employee needs—can help your organization improve talent acquisition and long-term retention.

Did you miss our July newsletter? Never fear - you can read it here on the blog!

One of our clients recently posed this question to us: “We have some foreign employees coming on board; what do we need to be thinking about for them regarding our 401(k) plan?” Read on for our answer!

With the Great Resignation in full swing, businesses are experiencing a labor crunch. I recently chatted with Mike Dullaghan, AIF of Putnam Investments to get his thoughts about how this will affect retirement plans. I’ll also highlight a few things we’re seeing as well.

Retirement plans are never dull - whether it’s Environmental, Social, and Governance Investing, lifetime income, or mergers & acquisitions, there’s always something new to keep tabs on. Read on for the latest trends in retirement plans!

What kind of organizations do we serve? Small, medium, or large? For-profit or non-profit? What industry? What are they looking for in a retirement plan advisor? Here’s a snapshot of the Retirement Planology client base - do you fit in?

Marina Edwards, Senior DC Specialist at Invesco, and I spoke about cybersecurity in retirement plans. Marina specializes in fiduciary risk mitigation strategies for plan sponsors, and we had a chance to discuss practical tips that plan sponsors can take that will make a big impact.

It’s a brand new year - what should plan sponsors be thinking about as we close out 2021 and begin 2022? Here are 4 items you should have on your end-of-year to-do list. Spoiler alert: math is involved!

There’s a certain appeal in having your retirement plan turn into recurring income, but is it a good idea for plan sponsors to allow that as a feature in their plan? That’s the topic I discussed with Glenn Dial of American Century during a recent LinkedIn Live.

On a recent LinkedIn Live I had the chance to chat with Mark Blackburn of LBMC about a “fun” topic - retirement plan audits! (And the audience groans!) Here are some highlights from our discussion on this necessary evil.

Trouble getting your employees back in the office? You’re not alone -- a number of surveys have shown that there is a lot of reluctance on the part of workers to return to the office environment. Our take on why? Work is broken. Read on for the fix.

What should communication and retention in the “new normal” look like? One thing’s for sure - if you’re going to move forward with a hybrid workplace, it’s more important than ever to figure out how you’re going to relay information to your employees (specifically around your benefits and retirement plan).

Recently I had a chance to chat about ESG investing with Jonathan Ricketts, who works with Natixis as Vice President – Southeast Region, Retirement Strategies Group. We discussed some of the reasons why we’re seeing ESG investing so often in the news lately, and cleared up a few misconceptions, as well.

With all the mergers and acquisitions taking place in the retirement plan industry, it’s time to take a hard look at your plan (and plan providers) and figure out if it’s a good time to see what else out there might serve you better (spoiler alerts: it IS a good time to do so).

Choosing a new investment advisor for your plan can be a cumbersome, complex task, and due diligence is required - you don’t want to just pick the first advisor you come across. But what should the process look like and how can you spend the least amount of time on the task while still getting the maximum impact?

Recently I sat down with Allison Brecher from Vestwell to discuss the unique opportunities and challenges of being a woman in retirement (you can read the article here). It was a great discussion, but since there was so much more I wanted to say in the limited time we had, I thought I'd write a blog article and share those thoughts. Interested? Read on!

Does tailoring financial wellness programs to women and their unique challenges make sense for companies? That was the topic of my recent Linkedin Live with Jessica Ruggles, Financial Wellness Strategist with Prudential Financial.

Recently I was a panelist with Amanda Devery, CCP, GRP, Vice President, Total Rewards for Envista on the webinar Building Competitive Total Rewards for Executives hosted by Cordia Resources and Human Capital Strategic Consulting. Here’s a recap of our discussion on constructing total rewards for executives and a few elaborations.

Recently I did a LinkedIn Live with Jill James of Sif Industries - we discussed small business finance and retirement plans. Here's an overview of our chat in Q&A format, plus some of the things that I wish I had thought to share with you!

On my latest LinkedIn Live: Planology for Plan Sponsors, I pulled in Doug Hoefer of DWC to talk about SECURE, what plan sponsors need to know prior to year-end, and a few other topics. Here are some highlights from our chat.