by test | May 8, 2024 | newsletter
According to a recent survey by retirement finance company IRALogix Inc., Millennials are changing the way people think about retirement. According to over 50% of Millennials surveyed, obtaining “financial independence” is a more significant indicator of...
by test | May 8, 2024 | newsletter
A recent Gallup survey found that engagement at work has cratered among U.S. employees. According to the research, only 33% of workers were engaged in 2023, representing nearly $2 trillion in lost productivity. The findings show lack of engagement among nearly every...
by test | May 8, 2024 | newsletter
You could say that the past year has been one for the record books. As of January 2024, total U.S. consumer debt reached a historic $17.33 trillion while credit card rates surged to unprecedented levels, topping more than 24%. An all-time-high number of American...
by test | Apr 2, 2024 | newsletter
Retirement represents a major turning point in one’s life. One factor that remains, regardless of this new chapter in your life, is the presence of taxes. If you’ve followed the advice of retirement plan advisors, you should already be saving in tax-advantaged...
by test | Apr 2, 2024 | newsletter
The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House Ways and Means Committee. This measure requires companies with more than ten workers to automatically enroll their workers in IRAs or other...
by test | Apr 2, 2024 | newsletter
Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster...