Retirement hot topics
Stay ahead of what's happening in the retirement market.
The retirement landscape is continually shifting. We provide insights on what's happening to keep you informed.
Retirement Income
A five-dimensional framework for retirement income needs and solutions.
Help for navigating the ever-changing DC landscape.
Deep retirement expertise from a leading retirement plan service provider with over 40 years of recordkeeping experience.
Expert analysis of participant behavior, plan design, and retirement policy.
Insights and recordkeeping data that inform leading defined contribution (DC) research organizations and policymakers.
Understanding FiduciarySource
Fiduciary sources your clients depend on
Our FiduciarySource® provides tools and materials plan sponsors can use to help stay on top of fiduciary challenges.
FiduciarySource Guide
This introductory resource streamlines complex topics into an easy-to-understand format. Each chapter is written by a different ERISA expert, so you'll benefit from their experience and distinct perspectives.
FiduciarySource Checklist
This robust tool outlines steps plan sponsors may want to document and take to help their fiduciary obligations.
Learn what's happening in retirement today
Health Care in Retirement
Learn more about how you can help clients prepare their participants for health care expenses during retirement.
Retirement Income—An Opportunity for Financial Professionals
Road mapping the financial wellness conversation starts with understanding the needs of clients. Discover the five steps to get your client from intention to action.
Reference Point
What were the major trends that emerged for retirement plans in 2023—and what do these trends mean for 2024 and beyond?
Reference Point 2024 Midyear Report
Are older participants staying in the plan? Do Roth savers save more?
As part of our Reference Point trend and benchmarking report, we analyzed actions taken by plans and participants in the first half of 2024. See what we found:
Financial Wellness
We know that participants have many financial priorities. Our goal is to help them improve their retirement outcomes by making it easier to manage short-term financial demands that could disrupt their long-term retirement goals. Explore a new way to help clients visualize and prepare for the nonfinancial aspects of retirement.
Cybersecurity
From plan sponsors to participants, cybersecurity is on everyone's mind—and everyone expects you to protect their data. We're continually investing in cutting-edge features, including dark market monitoring, to help keep data secure.
See how our approach aligns with the Department of Labor cybersecurity best practices, ensuring that we place data security protocols central to every product, service, and experience we produce for retirement plans.
Legislative and Regulatory Guidance
Stay up to date on the latest policy updates that may impact retirement plans.
And be sure to check out our quarterly webinars to ensure that you stay up to date on what’s happening in the retirement space.
Contact us today for more retirement insights that we offer, which you can share with your clients.
202411-4050609