Journal

The Journal

STORIES FROM MY LIFE

IRS Issues New Guidance on Early Distribution Exceptions Under SECURE 2.0 Act

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Guiding Light – Support Employees During Market Volatility

Market volatility can cause employees to feel uneasy about their retirement savings, often leading to impulsive decisions that could harm their financial future. As a plan sponsor, it’s crucial to take proactive steps to guide employees during uncertain times. Consider... Read More

9 Facts About Social Security

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

9 Facts About Retirement

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

529 to Help Combat Rising Cost of Education

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: Employees ask about Hardship Withdrawals

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Catch-up Contributions for 2026

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: Mandatory Roth catch-up for high earners

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: Do employees work with financial advisors?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

5 Common Risk Management Pitfalls

Staying on Top of Your Game – Five Common Risk Management Pitfalls and How to Effectively Mitigate Them Retirement plan sponsors operate in a high-stakes regulatory landscape under the Employee Retirement Income Security Act of 1974 (ERISA). Over the past... Read More

Ask Erick: Employee Match on Student Loan Payments

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More