July 2024 Newsletter
When It Comes to 401(k) Beneficiaries, Where There's a Will There Isn't Necessarily a Way
Beneficiary designations are a critical yet often neglected aspect of retirement plans. Participants mistakenly believe...
The Magic Number Gap: Bridging the Divide Between Expectations and Reality
A troubling trend has emerged in the retirement planning space: The 'magic number' - or amount of money Americans believe they need to retire comfortably - has...
Cybersecurity and How to deal with Data Breaches as a Plan Sponsor
Given that they face a greater financial challenge, many women have voiced their support for reinstating...