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Four questions to help you plan your retirement income
Retirement is a time of change. And one of the biggest changes is no longer receiving a paycheck from an employer. In retirement, you pay yourself—your savings accounts and retirement plans generally become the sources of your income. And that takes some planning. Answering these four questions can help you get started.
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Critical ages for retirement planning: Social Security benefits and more
Your 50th birthday may have felt like a big milestone, and it was—you’re a half centennial! While you still have many more to look forward to, there are other key milestones you should be aware of to help get your retirement finances in order.
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Cryptocurrency in 401(k) plans
Over the past few years, individual investors have become increasingly interested in investing in cryptocurrency. As a result, the U.S. Department of Labor (DOL) issued Compliance Assistance release No. 2022–01 401(k) Plan Investments in “Cryptocurrencies” (the release) to provide its initial guidance on the matter. It’s important to understand that guidance and how it might apply to your plan.
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What’s the value of working with a 3(38) investment manager?
Like most plan sponsors, you want to offer your participants a well-constructed investment lineup, while reducing your fiduciary risk. Learn how a 3(38) investment manager can help you do both.
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What services does a TPA provide?
If you’re a third-party administrator (TPA) in the retirement industry, then you know you play an important role in making a retirement plan work. You help plan sponsors and financial professionals manage their retirement plans amid changing legislation, regulations, and more. How do you adapt to these evolving needs? We’ve got a few things you can consider to help you determine where you want to focus your energy.
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What’s your DEI business strategy?
Financial services firms that embrace workplace diversity and adopt a well-defined DEI strategy can help position themselves for continued growth. Learn DEI best practices to help you serve a diverse clientele with excellence.
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Financial stress can have an impact on mental health
Employers that focus on their employees’ mental health in May—or any month—should consider including financial well-being in their overall wellness activities.
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What SECURE Act 2.0 could mean for 401(k) plans
Earlier this year, the SECURE Act 2.0 moved one step closer to becoming law. Plan sponsors and retirement plan professionals should start planning now for the system and procedural changes that could be needed as soon as January 1, 2023.
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What's IRS Form 5500?
Defined contribution and defined benefit plan sponsors must file IRS Form 5500 every year. Learn what a Form 5500 is, the key deadlines, and the penalties for noncompliance.
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Is fiduciary liability insurance the same as a fidelity bond?
Many plan sponsors think fidelity bonds and fiduciary insurance are one in the same, but they’re not. Our comparison of fidelity bonds versus fiduciary insurance helps you understand the difference and why both are important.
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