Content Library

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 plan features designed to make…

Automatic Enrollment and Escalation: Building Better Savings Habits

When employees join a retirement plan, the hardest part is often getting started. Automatic features can take that barrier away. Welcome to 401(k)ompass, a series…

Lindsay Luketic and Lisa Pettis Named MVPs on NAPA’s 2025 Top Women of Excellence List

We’re very proud to share that Lindsay Luketic and Lisa Pettis have been recognized as MVPs in the 2025 NAPA Top Women of Excellence awards.…

Replay Now Available: Market Outlook with J.P. Morgan

The recording of our recent Market Update webinar with Meera Pandit, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, is now live.…

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…