Clear guidance. Confident decisions.

Plain-language benefit and retirement insights designed for leaders.

Mitigating Prescription Drug Costs: 6 Effective Strategies

Mitigating Prescription Drug Costs: 6 Effective Strategies

Did you know that global spending on prescription drugs will reach nearly $1.8 trillion by 2026? The United States alone will spend up to $715 billion, according to the IQVIA Institute for Human Data Science.

Read More
What are Alternative Investments? 4-Part Introduction

5 min read

What are Alternative Investments? 4-Part Introduction

The market has seen a lot of uncertainty in recent years. Because of this, many organizations are looking for new ways to diversify their investment...

Read More
What is Fiduciary Liability Insurance: Your 101 Guide

2 min read

What is Fiduciary Liability Insurance: Your 101 Guide

When it comes to navigating the complexities of retirement plan management, retirement plan sponsors should know the answer to this crucial question:...

Read More
Q4 2023 Market Recap

Q4 2023 Market Recap: Avoiding recession to find a soft landing

With 2023 in the rearview mirror, many investors can breathe a sigh of relief. From a potential looming recession to unexpected market surprises and...

Read More
Cafeteria Benefits

9 min read

Understanding Section 125 Cafeteria Plans: Key Benefits and Compliance

A Section 125 plan, or cafeteria plan, allows employees to pay for certain benefits on a pre-tax basis. Employers use these plans to provide their...

Read More
Understanding Wrap Documents for Employee Welfare Benefit Plans

5 min read

Understanding Wrap Documents for Employee Welfare Benefit Plans

As an employer, you may be asking yourself, “What is a wrap document, and why is it important?” Before we get into the full definition, let’s review...

Read More