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

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

Recent Blog Posts

GOOD NEWS FROM MEMPHIS - GOOD NEWS FOR MEMPHIS SEPTEMBER 1, 2026

News

September 1, 2026

Today is a very special edition of FOR MEMPHIS because it’s 901 Day.

Stocks ease as Fed fight with inflation stays front-and-center

Personal Investor

August 28, 2026

U.S. equities slipped into the close, giving back part of yesterday's AI-fueled pop as investors refocused on a steadier-for-longer rate backdrop.

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.