INSIGHTS & RESOURCESFinancial Planning Insights That Actually Make Sense
Real answers to the questions we hear most, on retirement, taxes, equity compensation, 401(k) plans, and everything in between. No jargon, no fear tactics, just the kind of guidance we'd want if we were on the other side of the table.
Evaluating 401(k) Fees and Fiduciary Risk: How Texas Employers Scale Participation Without Sacrificing Flexibility
Unmonitored 401(k) fees and high-cost legacy funds quietly create severe fiduciary liability for growing Texas employers. Discover how progressive business leaders execute incremental fund cleanups, benchmark recordkeeping costs, and leverage automatic enrollment to achieve 84% workforce participation.
Turning Savings into Lasting Income: What the New Nuveen 401(k) Research Means for Employers
Most 401(k) participants reach retirement without a strategy for turning savings into monthly income. Discover how new Nuveen research highlights the employer's role in offering in-plan lifetime income, SECURE Act protections, and interactive withdrawal tools to modernize workplace benefits.