Strategic Benefits Advisors article graphic, showing a hand placing a bright blue puzzle piece labeled "401K" into a missing slot of a white jigsaw puzzle.

The pros and cons of a PEP for larger employers

Jay SchmittThought Leadership

Pooled employer plans (PEPs) have earned their reputation as a practical solution for smaller employers. But as adoption grows, larger, more sophisticated retirement plan sponsors have started wondering whether a PEP might work for them, too.

Wooden blocks being stacked to represent the strategic integration of a 401k plan during a M&A.

What happens to the 401(k)? Defined contribution decisions during M&A

Mindy Zatto and David RunsickThought Leadership

In the whirlwind of corporate acquisitions, the 401(k) retirement plan often gets overlooked, yet it plays a crucial role in the transaction’s success. With fiduciary obligations and compliance responsibilities at stake, understanding how to navigate defined contribution decisions is essential.

Strategic Benefits Advisors article graphic regarding hidden retirement plan governance risks, featuring a yellow warning exclamation point sign and a falling-person warning sign set against a backdrop of steep mountain peaks.

Hidden governance risk could upend retirement plans

Lynn Bullard KennedyThought Leadership

In today’s fast-paced work environment, plan sponsors often underestimate the role of institutional knowledge in retirement plan management. When key team members depart, the knowledge gap can threaten both plan compliance and the participant experience. Learn how the right governance framework can close the succession planning gap.

Are pensions set for a big retirement return in 2024?

Alyssa Place, Editor in Chief at Employee Benefit NewsThought Leadership

Employers are increasingly expanding the options available to help employees save for retirement. But what are they doing to help employees spend those funds responsibly once they leave the workplace?