Industry Insights

If you sponsor a company retirement plan as a benefit for your employees, you may be required to maintain a type of insurance called a “fidelity bond.” Learn more about the importance of this type of bond.

Tax season can be stressful. Keep things simple with this 2021 tax season to-do list.

2020 will be a year we will never forget. From a global pandemic and civil unrest, to an economic downfall that we continue to battle through today, it has been a challenging year that has impacted millions of individuals around the world. For investors, as we reflect on the past year, it’s critical we revisit some lessons learned to better ourselves moving forward.

For most, 2021 can't come soon enough. As you prepare to ring in the new year, don't forget to take some time to reassess your spending and saving strategies for the new year.

Timing the market is often a failed game. Very few investors can time it right. The best way to match investments is with long term goals. Investing small amounts regularly, over a longer period, is more likely to help you reach your goals.

Student loan debt across America sits at $1.4 trillion. But how did we get here, and where do we stand with educating America's future workforce?

The CARES Act relaxed certain provisions around withdrawals and loans from 401(k) plans due to the economic severity brought on by the pandemic. Many lessons will be learned from the COVID-19 crisis. One positive impact this pandemic may have within your workforce is the importance of financial wellness. A good program can help employees manage expenses, budget, set financial goals and priorities, while encouraging them to establish a 3 to 6 month emergency savings.

16.1% of employers have cut matching 401(k) contributions in light of COVID-19. If this happened to you, or you're worried it could, here are the next steps you should be taking right away to still save for retirement.

Short on time but trying to eat healthier? See if a meal delivery service works for you and your budget.