FA Partnerships

How Financial Advisors Can Assist with State Retirement Mandates

Jeremy Brooks

Blog, FA Partnerships, Insights for Advisors

With more and more states passing retirement mandate legislation, the retirement planning landscape is about to change dramatically. Millions of employees will have new options to save for retirement, and…

Strategies for Boosting Employee Participation in 401(k) Plans

Barb Maglio

Blog, FA Partnerships, Insights for Advisors, Insights for Employers, SMB

We frequently write in this space about the benefits of offering your employees a 401(k) plan — if we didn’t believe in it so strongly, we wouldn’t have started a…

The Hidden Dangers of PEP Retirement Plans

Jared Porter

Blog, FA Partnerships, Insights for Advisors, Solutions Groups

If you own a small or medium-sized business and you don’t have a 401(k) plan up and running yet, you may be unfamiliar with the choice of joining a Pooled…

Should You Include a Financial Advisor in Your Small Business 401(k) Plan?

Karli Maughan

Blog, FA Partnerships, Insights for Employers, SMB

As the owner of a small-to-medium-sized business, you may be contemplating whether to use the services of a financial advisor when you get your 401(k) plan up and running. Small…

Is Secure Choice Good for Workers? No. It’s Not.

Dan Beck

Blog, FA Partnerships, Insights for Advisors, Secure Choice, SMB

States are celebrating their secure choice retirement mandates as a major solution to the American retirement crisis, but workers say otherwise. In fact, 70% say they don’t want to save…

Target-Date Funds in 401(k) Plans


Blog, FA Partnerships, Insights for Employers, Insights for Participants, Investments

Over time, target-date funds (TDFs) have become the Toyota Corolla of retirement investing: standard, reliable, economical — and maybe a little bit boring. Luckily, as TDFs have changed, they have…