Fall: The Perfect Time for a Fresh Look Fall brings cooler air, shorter days, and a natural pause before the year wraps up. It is also a great time for plan sponsors to step back and take stock of their retirement plan. ...

October brings pumpkins on porches, children in costumes, and neighborhoods filled with Halloween decorations. It is also a reminder that the year is drawing to a close and that this is the season when many sponsors review their retirement plan design. ...

The retirement plan world is buzzing. On August 7, 2025, a new executive order called Democratizing Access to Alternative Assets for 401(k) Investors was signed, and it changes everything. It directs the Department of Labor, the SEC, and the Treasury to rethink rules that have long kept crypto & private equity on the sidelines of most 401(k) plans. ...

As a 401(k) advisor working with plan sponsors, corporate leadership teams, and private equity groups, I have seen firsthand how retirement plans are often an afterthought during mergers and acquisitions (M&A). This oversight can result in compliance issues, unnecessary costs, and missed opportunities for both buyers and sellers. ...

It is easy to get into the habit of reviewing vacation plans more often than your 401(k). But as summer slows things down a bit, it is actually a great time to revisit your retirement plan and make sure it is still working the way it should. ...

Summer is in full swing. Whether you are headed to the beach, the mountains, or just enjoying longer days and warmer evenings, the last thing most people are thinking about is their 401(k). But while you’re out enjoying the sunshine, the right retirement plan design can be quietly working in the background, helping employees save more effectively and helping employers build a better plan. ...

Saving money isn’t just about cutting back—it’s about making strategic choices that add up. Here are specific ways to cut costs and get the most value for your hard-earned cash! ...

As the days get longer and the pace of business quickens heading into summer, May is the perfect time for plan sponsors to revisit their company 401(k) plan. A midyear check-in can help you identify opportunities to strengthen your plan, engage employees, and meet your fiduciary responsibilities — before the second half of the year gets too busy. ...

Financial markets were slammed by a whirlwind of policy change, volatility, leverage unwind, and benign economic data in the first quarter. The announcement of wide-sweeping tariffs from the new administration from mid-February to early March sent equity markets plummeting lower, along with interest rates, commodity prices (except gold), and projections for 2025 GDP growth. ...

We are in one of those market environments again—where headlines swing between tariff and inflation worries, geopolitical tension, and rate cut speculation. One week the market is up 3%. The next, it is down 4%. For participants in your 401(k) plan, this kind of volatility feels like whiplash. ...