October 2024 Newsletter
Helping Employees Avoid Retirement Health Care Sticker Shock
For most retirees, certain types of line items, such as housing and life insurance, are predictable and factored into their monthly budget. The situation changes dramatically when it comes to healthcare...
IRS Issues Guidance on Student Loan Matching
Thirty percent of U.S. adults report having taken out a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between...
Navigating Higher Fees and Opportunities for Smaller 401(k) Plans
Although the costs of retirement benefits have generally decreased due to fee compression, smaller plans remain disadvantaged. Fixed costs cause these plans to pay more ...