Fidelity’s Q2 2026 Retirement Analysis delivered some encouraging headlines: the average 401(k) balance jumped 10.5% in a single quarter to $155,800, the biggest quarterly gain
When employees leave an employer, one of the first financial decisions they face is what to do with their retirement account. For many, rolling a
Most employers know a workplace retirement plan can help employees save for their future. What often gets overlooked is how much value it can create
How to Determine Whether a Bundled Retirement Plan Still Makes Sense for Your Business When establishing a retirement plan, business owners are often presented with
For decades, the traditional balanced portfolio was built around stocks and bonds. Equities provided growth, while bonds provided income, stability, and diversification. However, the investment
Retirement used to be a predictable milestone. Today, it’s increasingly uncertain. According to recent research from Principal Financial Group, employers pay an average of $103,000
According to the 2025–2026 Compensation, Retirement, and Benefits Trends Report by Ascensus, 98% of U.S. employers now offer a qualified retirement plan. What was once
Internal Revenue Service has released the 2026 cost-of-living-adjustments for qualified and personal retirement plans. Contribution & Benefit Limits 2026 Defined Contribution – 415(c)(1)(A) $72,000 Defined
When it comes to helping employees save for retirement, plan design matters more than almost any other factor. Vanguard’s 2025 How America Saves – Small
🚨 What’s Changing? Under the SECURE 2.0 Act, Congress introduced a new requirement for catch-up contributions (the extra amount participants age 50+ can save beyond normal
If you sponsor a 401(k) plan, chances are you’ve come across terms like ERISA fidelity bond and fiduciary liability insurance. While they both relate to protecting your retirement plan,
One of the biggest hurdles for small businesses considering a 401(k) plan is cost. The SECURE Act 2.0 significantly reduces that concern by expanding tax
