Stronger Lineup, Smarter Outcomes: Your 401(k) Investment Review Playbook

Your investment menu might look good on paper, but is it still aligned with participant needs? Here are eight essential steps for your next review.

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How I bonds Offer Investors Inflation Protection

An overview of I bonds, how they can help protect investors from inflation, and how their rates are calculated.

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Stock Market Impact on Retirement Savings

The stock market’s ups and downs can cause a bit of anxiety and stress for investors. As tempted as you can be sometimes to pull out of the market, history has shown us the value of staying the course and remaining invested.

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Video: Selecting 401(k) Investments Made Easier

Managing a retirement plan can be a lot of work, here are 3 tips to help select 401(k) investments.

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September 2022 Market Commentary

For 2022, it may feel like the theme has been “nowhere to hide.” As this is written, the year-to-date performance of stocks is -22.17% and typically stable bonds are -13.54% through 9/22/2022. So, what is going on? While no one knows for sure what drives the stock and bond market in the very short-term, I think it is safe to say there are a few issues that are weighing on investors’ minds:

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Video: Retirement Savings and Inflation

Here are a few good reasons to work with an advisor to understand inflation while still helping your employees prepare for retirement and work towards financial wellness.

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Recent Market Volatility

The stock and bond markets have been struggling in 2022. We thought it would be helpful to provide an explanation regarding what has been happening, how to think about these issues, and what we are doing about it.

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How Could Inflation Impact Corporate Retirement Plans?

It’s no secret that inflation is reaching historic levels. It’s affecting you as employers, your employees and their finances. How does it affect retirement savings?

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Do ESGs Fit Into Our Retirement Plan?

Employee professional and financial values are evolving, and ESG funds are beginning to represent them in the market. Will they become part of your fiduciary consideration?

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