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When Feelings Take the Wheel: Emotions and Investing
When we think about investing, we often think about numbers: returns, benchmarks, performance, and diversification. But investing is just as much about human behavior as it is about financial strategy. Our emotions, habits, and past experiences all have a powerful impact on the choices we make with our money. Sometimes they can steer us in […]
Read StoryHow to know if you have enough saved for retirement?
Retirement planning is one of the most important financial goals people face, yet it’s also one of the most uncertain. One of the biggest questions we hear is: How do I know if I have enough saved for retirement? It’s a question with no universal answer, but there are some reliable strategies to help you determine if […]
Read StoryCryptocurrency in Retirement Plans
Bitcoin hit the six-figure milestone, surpassing $100,000 in early December 2024 (you may have heard this from your co-worker, son, or favorite barber). With this recent development, it seems like a good time to revisit the topic of cryptocurrency in retirement plans. While adding cryptocurrency to a retirement plan may seem appealing to some, it […]
Read StoryThe Rise of Collective Investment Trusts
Collective Investment Trusts, also known as CITs, have continued to make headlines in the retirement plan industry. In the evolving retirement plan landscape, CITs are gaining traction as an attractive investment vehicle for participants and plan sponsors. Once a niche offering, CITs are becoming increasingly popular among plan sponsors and participants due to their cost […]
Read StoryA Guide for Retirement Plans: Transitioning from Balance Forward to Daily Recordkeeping
When managing retirement plans, the choice between daily and balance forward recordkeeping is an important consideration. Both methods have their advantages, but many modern-day plans are shifting towards daily recordkeeping for its distinct benefits. Here we look at the differences between the two, the potential advantages of daily recordkeeping, and what a transition process might […]
Read StoryExploring the Benefits of Streamlining Retirement Plan Providers
In today’s fast-paced, digital-first business environment, efficiency is key to maintaining a competitive edge. When it comes to managing retirement plans, consolidating your plan providers can offer significant advantages. First, it’s important to know the different roles of providers within a retirement plan. This can be relatively straightforward if your organization offers a single plan […]
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