Content Library

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. When designed to align with…

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 plans are more than a…

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 investment strategy designed to change…

Target Date Funds: What They Are and How They Work

What exactly is a target date fund and what are they designed to do? Welcome to 401(k)ompass, a series of two-minute videos to help you…

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 in the way. For many,…

Why Aren’t Employees Participating in Your Retirement Plan?

When participation is low, it’s easy to assume employees aren’t interested. But the real reasons are often deeper and more fixable. Welcome to 401(k)ompass, a series…