Essential Save - A Workplace Benefit
Even the best retirement solutions cannot ensure financial wellness. Find out how offering an emergency savings solution can benefit your company and its employees.
Financial Wellness in the Workplace: Emergency Savings Fund as an Employee Benefit
Studies have shown that when employees are stressed about their finances, their morale, productivity and tenure is likely to be negatively affected, which can cost employers. Help boost your employees' financial wellness with our Emergency Savings Fund solution as an employee benefit. Learn more
Find the Best Retirement Plan for Your Small Business with the Retirement Savings Selector Tool
The Retirement Savings Selector Tool for Small Businesses can help small business owners identify which retirement plan may be the best fit from a few quick and easy questions. Visit the Retirement Savings Selector Tool to explore your options.
3 Retirement Savings Options for Small Businesses
Retirement savings options like SIMPLE, SEP and Payroll Deducted IRAs are less costly and administratively complex than a 401(k) for businesses of a smaller size.
The Case for Actively Managing Retirement Plans
While 401 (k) participation rates have risen in recent years, thanks in part to auto enrollment programs, it’s still not enough. Learn why it pays to cultivate engaged and informed retirement savers.
4 Unintended Consequences of Congressional Proposals to Change IRA Investment Rules
The House of Representatives is discussing proposed legislation that would restrict what Americans can own within their individual retirement accounts. Find out what the the unintended consequences may be.
Retirement in America 2020: Crisis and Opportunity in an Evolving Economy
In an evolving American economy, issues with Social Security, pensions, early withdrawals, a lack of access to retirement plans and insufficient savings all paint a bleak picture of Retirement in America. But there are still reasons to be hopeful.
Individual 401(k) Savings Calculator
Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
2018 Millennium Trust Small Business Retirement Survey
This survey explored employer awareness of retirement saving benefit options, barriers and drivers to adopting retirement savings programs, and attractive aspects of programs. The survey also looked at how employers and employees view the impact of savings benefit programs on employee retention/attraction, and views...
A Tale of Two Surveys
Our survey of small businesses and employees revealed joint interest in retirement savings, but misconceptions about their retirement options have caused small businesses not to take action.
Top Reasons Retirement Plans Can Help Small Businesses Attract Millennials
Retirement savings plans are important to Millennials and can help small businesses attract and retain talent.
Small Businesses Want Options
As state-sponsored retirement plans become more widespread, federal plans, like multiple employer plans (MEPs), have come front and center. But, small businesses want a private option for retirement savings, not a one-size-fits-all approach.