Insights for Advisors

OregonSaves Pros & Cons

Jennifer Stott

Blog, Insights for Advisors, Insights for Employers, Insights for Everyone Else, Secure Choice

OregonSaves, the country’s first state-mandated Secure Choice retirement plan, celebrated its sixth birthday in 2023. No need for a gift — it already has $200 million! This money is, of…

4 Key Questions Retirement Plan Advisors Should Ask Small-Business Owners

Karli Maughan

Blog, Insights for Advisors

You want to help your clients with their retirement plans, but how? Yes, there are some tried-and-true methods that work well with almost everyone, but your clients are individuals, and…

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…

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…