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.