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Articles & Commentary

Stay current with quick reads on retirement plan insights, market shifts, and emerging fiduciary trends and commentary — all in one place.
March 16, 2026

Cash Balance Plans: When Does High-Level Retirement Savings Make Sense?

 For business owners and highly compensated employees who have maxed out their 401(k) contributions and want to save significantly more…
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December 15, 2025

Pre-Tax vs Roth: What Employees Should Know About Their 401(k) Options

Pre-Tax vs Roth: What Employees Should Know About Their 401(k) Options Employees can direct their 401(k) contributions into pre-tax dollars,…
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November 16, 2025

Helping Employees Save More in their 401(k) with Automatic Enrollment and Escalation

When it comes to retirement saving, taking the first step is often the hardest part. Automatic enrollment and escalation are…
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September 11, 2025

Perfect Your Plan Design | Part I: Is Automatic Enrollment Right for Your Plan?

Welcome to part one of our four-part series on Plan Design, a complex yet essential aspect of managing a retirement plan.…
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September 3, 2025

Introducing Our Plan Design Series: 4 Key Steps to Strengthen Your Retirement Plan

As the end of the year gets closer, it’s a good time to pause and revisit your plan design. Retirement…
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August 26, 2025

What’s a Target Date Fund and Why Do So Many Plans Offer Them?

Target date funds have become a popular choice in many 401(k) plans, and for good reason. They offer a built-in…
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July 21, 2025

Low Retirement Plan Participation Isn’t a Mystery. It’s a Message.

When employees don't join the retirement plan, it's often not due to lack of interest. It's because something is getting…
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June 30, 2025

Retirement Planning Has a Communication Problem

For many employees, the hardest part of saving for retirement isn't the money. It's the message. They're told to start…
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March 3, 2025

Perfect Your Plan Design | Part 4: Is Your Loan Policy Effective?

This video is the final installment in our four-part series on Plan Design, focusing on how to create a well-structured loan…
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  • NAPA Top DC Advisor Teams

    The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    NAPA Top Women of Excellence- MVP

    NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

    PLANADVISER Top Retirement Plan Advisers

    The PLANADVISER Top Retirement Plan Advisers listing issued on March 21, 2025 for the 2025 year recognizes the top retirement plan advisers in the industry based on quantitative measures. Criteria to be listed requires advisers to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Numerous people were considered for this honor and 267 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.