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Is Your Company’s Retirement Plan Ready for What’s Next?

Is Your Company’s Retirement Plan Ready for What’s Next?

by Elizabeth Peichel | Sep 29, 2025 | PK Retirement Posts, Uncategorized

New rules, new strategies, and hidden savings—is your retirement plan keeping up? 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,...
Americans Are Retiring Later: Here’s Why

Americans Are Retiring Later: Here’s Why

by Elizabeth Peichel | Sep 16, 2025 | PK Retirement Posts, Uncategorized

Employers can help improve retirement readiness, so workers retire on time. More workers are planning to retire at 70—or never. This could impact your workplace. What’s holding them back?  High savings goals  Debt and other financial stressors  Healthcare concerns ...
3 Plan Health Essentials Forfeitures, Missing Participants, Force-outs

3 Plan Health Essentials Forfeitures, Missing Participants, Force-outs

by Elizabeth Peichel | Aug 25, 2025 | PK Retirement Posts, Uncategorized

A Strategic Look at Your Retirement Plan’s Health   Ever looked at your company’s 401(k) plan and spotted the name of an old colleague? It takes you down memory lane—you pause and think, “I wonder how they’re doing?”  That familiar name may trigger a harmless...
Employee Education: Pre-retirement Savings Guide

Employee Education: Pre-retirement Savings Guide

by Elizabeth Peichel | Jul 23, 2025 | PK Retirement Posts, Uncategorized

Smart Strategies to optimize your retirement savings and prepare for what’s ahead. Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! Our new Pre-retirement Savings Guide and on-demand video are here to help...
6 Trending 401(k) Plan Provisions

6 Trending 401(k) Plan Provisions

by Elizabeth Peichel | Jul 14, 2025 | PK Retirement Posts, Uncategorized

Unbderstand the pros, cons, and considerations for moving forward. It started with a simple question during a leadership meeting:  “What’s in our 401(k) plan—and are plan provisions still working for our team the way they should?”  The CEO glanced around...
Employee Benefit Trends in Texas

Employee Benefit Trends in Texas

by Elizabeth Peichel | Jun 9, 2025 | PK Retirement Posts, Uncategorized

Explore the latest employee benefits trends shaping the workplace in Texas—from financial wellness to personalized benefit solutions. Are your benefits helping employees thrive? With the right tools, you can boost savings, stay competitive, and create a workplace that...
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