Clear guidance. Confident decisions.

Plain-language benefit and retirement insights designed for leaders.

Plan sponsor thinking about private capital in 401(k)s

4 min read

Private capital in 401(k)s: What plan sponsors should know

Private capital in 401(k)s: What plan sponsors should know Are private capital investments a fit for defined contribution plans?

Read More
A man and woman in business attire engaged in a discussion, reflecting on active vs. passive investing strategies.

1 min read

2025 Active vs. Passive Investing: What the Latest Historical Data Suggest

A debate that continues to evolve The active versus passive investing debate continues to evolve, especially as market conditions shift and new...

Read More
A woman engages in conversation with two individuals during a discussion on insurance coverage and health literacy.

1 min read

March 2026 Benefit Brief: Insurance coverage and health literacy

In 2026, staying informed on both coverage details and employee education remains essential for plan sponsors and their workforce. From understanding...

Read More
SECURE 2.0 Discussion Series Session Two

3 min read

SECURE 2.0 Discussion Series: Session Two

The retirement industry has been buzzing since the SECURE 2.0 Act was signed into law last December. This new, comprehensive legislation has sparked...

Read More
SECURE 2.0 Discussion Series Session One

4 min read

SECURE 2.0 Discussion Series: Session One

SECURE 2.0 provisions: What we know and what’s still up in the air The SECURE 2.0 Act, signed into law in late December 2022, has factored heavily in...

Read More
Sponsor's Guide to Specialty and Sector Funds in Retirement Plans

2 min read

Specialty and sector funds in retirement plans: A sponsor’s guide

Effective retirement plans are built on intentional choices When plan sponsors evaluate a 401(k) or 403(b) investment lineup, participants might...

Read More
February 2026 Benefit Brief

1 min read

February 2026 Benefit Brief: ICHRA growth, compliance trends and market insights

As 2026 unfolds, the employee benefits landscape continues to evolve rapidly. From rising adoption of innovative plan designs like individual...

Read More
2026 ERISA Compliance Calendar for Plan Sponsors

1 min read

2026 ERISA Compliance Calendar: Essential Deadlines for Plan Sponsors

Stay ahead of deadlines with TruePlan Managing a retirement plan means keeping track of numerous regulatory deadlines. Missing even one can possibly...

Read More
Post-Enrollment Strategies for HR

2 min read

Post-Enrollment Strategies for HR: Maximizing Benefits Success

Is there an actual “downtime”? For those running calendar year benefit plans, the close of open enrollment marks a major milestone. After months of...

Read More