Author name: Mihir Notani

Designing an effective 401(k) plan goes beyond just offering a variety of investment options and competitive employer matching. Increasingly, companies […]

On August 7, 2025, the White House issued a significant Executive Order titled “Democratizing Access to Alternative Assets for 401(k)

Despite the widespread availability of 401(k) plans, many employees either do not participate or contribute less than what’s needed for

In recent years, Environmental, Social, and Governance (ESG) investing has emerged as a powerful force reshaping how investors think about

In an era marked by increased workforce mobility, employees frequently change jobs, often leaving behind small 401(k) accounts at former

The retirement planning landscape is changing. For decades, 401(k) investment opportunities were limited to traditional asset classes such as stocks,

Today’s workplaces are more diverse than ever, spanning four—and in some cases even five—generations. From Baby Boomers nearing retirement to

One of the most overlooked risks in retirement plan management is what happens when key fiduciaries leave, retire, or change

Navigating the intricacies of retirement plans can feel like a maze, especially when it comes to understanding Required Minimum Distributions

Managing a 401(k) plan comes with more than just offering a retirement benefit—it comes with serious legal responsibilities. Plan sponsors