Retirement

Bundling Your 401(k) Message Into Your Broader Benefits Communication

September 2, 2026

During open enrollment, employees may receive a large volume of information about medical coverage, flexible spending arrangements, payroll elections, and other workplace benefits.

Why Open Enrollment Season Is a Natural Moment to Revisit Your 401(k)

Retirement

September 1, 2026

Open enrollment often concentrates attention on health coverage, payroll elections, and the employer’s overall benefits package.

Target-Date Funds 101: What Business Owners Should Know About Their Plan's Default Option

Retirement

August 28, 2026

For many 401(k) plans, target-date funds are central to the default investment discussion. They are often organized around an expected retirement year and may be used individually or as part of a QDIA. For a business owner, the key is not to evaluate a target-date series based on a recent market result alone. It is to understand how the series works and how the committee oversees it within the plan.

Is Your 401(k) Investment Menu Still Diversified Enough for an Unstable Market?

Retirement

August 28, 2026

Volatile markets often prompt a broad question from business owners: Is our 401(k) investment menu still appropriately diversified?

Tech carries the tape: AI-fueled rally lifts stocks despite rate overhang

Retirement

August 27, 2026

Wall Street finished higher with the Nasdaq out front, the S&P 500 solidly green and the Dow positive, as a powerful post‑earnings surge in mega‑cap tech set the tone.