BLOG: Q3 2025 – Plan Sponsor Newsletter: Plan Design Considerations Edition
Retirement plan rules are changing, and we are here to keep you informed and updated. Here’s what you need to know:
- Plan Provisions & SECURE Act 2.0: Automatic enrollment, Roth options, student loan matching, and more. Is your plan designed for today’s workforce?
- Retirement Readiness: Employees need simple, helpful education to make confident choices. How to utilize pre-retiree education to support their journey.
- Forfeitures, Missing Participants, & Force-Outs: Unvested dollars, outdated contact info, and small accounts can drag your plan down. A quick checklist to clean things up!
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More Insights & Ideas
From retirement strategies to market updates and planning tips, our blog is full of valuable content designed to help you make confident financial decisions. Keep reading and discover more ways to move your goals forward.
Conversation Connecticut with Michael Del Re, III
Michael Del Re III joins News 12’s Conversation Connecticut to discuss retirement readiness and how people can continue making meaningful progress, even when they feel they are starting late.
Workforce Strain: Retirement savings shortfall becomes growing burden for employers
Michael Del Re III shares insights with the Hartford Business Journal on why retirement readiness is more than an employee benefits issue. The article explores how financial preparedness can affect workforce costs, employee stress, retirement timing, and opportunities for younger talent.
Every 0.01% Impacts Participant Outcomes
How can 401(k) benchmarking help plan sponsors manage 401(k) plan fees, meet fiduciary responsibilities, and improve retirement outcomes? When managing a workplace retirement plan, attention is often placed on total plan assets, average account balances, and investment performance. Yet, plan fees can have a meaningful impact on participant outcomes, especially