Content Library

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 policy within your retirement plan.…

Market Outlook 2025 Webinar Replay: Challenges and Opportunities with JP Morgan

Missed the live session? You can now watch the replay of our exclusive webinar featuring Stephanie Aliaga, Global Market Strategist from JP Morgan Asset Management.…

Perfect Your Plan Design | Part 3: Are Your Eligibility Provisions Effective?

The third part in our four-part series on Plan Design explores how to tailor your retirement plan to your workforce. In this episode, we’re turning our…

Perfect Your Plan Design | Part 2: Automatic Force-Out—What to Know

Welcome to our second video in our four-part series on Plan Design. Effective plan design helps ensure your retirement plan meets your organization’s and your participants’…

Why Proper Compensation Setup is Essential for Retirement Plan Compliance

Properly defining compensation is a critical but often overlooked aspect of retirement plan management. In our latest 401(k)ompass episode, Lindsay Luketic discusses why compensation errors…

VIDEO | Common Compensation Errors in Retirement Plans

Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges. It’s bonus season—are…