August 2023 Newsletter
Employees Want Financial Planning Support — and Aren’t Afraid to Ask for It
Financial stressors, including stubbornly high inflation and historic levels of credit card debt, continue to impact workers across a wide range of income brackets. Twenty-eight percent of full-time employees often or always...
Retirement Planning Assistance: A Must-Have Benefit
According to a recent survey by Morgan Stanley, whether an employer offers professional retirement planning assistance has become a key focus for employees in terms of benefits considerations. More than half of workers identify it as a high priority...
SECURE Act 2.0: Key Changes for 2024
To most, the SECURE Act 2.0 appeared to predominantly outline optional changes that go into effect over the span of 10 years. However, there are a few mandatory changes taking effect in 2024 that plan sponsors will need to comply with. These provisions require sponsors...