Latest News

Dec 1, 2022

Nontraditional Workers Want to Be Able to Save for Retirement

Webinar highlights survey responses to possible solutions

Nontraditional Workers Want to Be Able to Save for Retirement

Oct 27, 2022

Paths to Boost Retirement Security for Nontraditional Workers

Nontraditional workers—often referred to as contingent, gig, alternative, or independent workers—generally do not have access to employer-provided benefits such as a retirement plan or health insurance. Workers without retirement savings plans risk entering retirement without adequate savings.

Paths to Boost Retirement Security for Nontraditional Workers

Oct 2, 2022

Millennials Want to Retire at 50. How to Afford It Is Another Matter.

Dreams of stopping work, or doing only fulfilling work, 15 years before their parents did are colliding with the realities of amassing enough money to do so.

Millennials Want to Retire at 50. How to Afford It Is Another Matter.

Sep 20, 2022

The U.S. retirement system gets a ‘C+’ grade, experts say — even though it’s worth $39 trillion. Here’s why

The U.S. retirement system may seem flush — yet it ranks poorly in relation to those in other developed nations.

The U.S. retirement system gets a ‘C+’ grade, experts say — even though it’s worth $39 trillion. Here’s why

Aug 30, 2022

Solo Roth 401K for Business Owners

Do self-employment and “un-traditional work” really have the tools to optimize their taxes and retirement? What can we do to help them?

Solo Roth 401K for Business Owners

Aug 25, 2022

The Passion Economy

The passion economy is here to stay.
Times are changing, and once we except this shift we will be able to better understand the future of work. As a result, it’s inevitable that financial institutes, including the retirement industry will need to adapt themselves to these changes.

The Passion Economy

Aug 18, 2022

Opportunities for the Non-Traditional

The current retirement system is clearly not fostering an adequate set of opportunities for non-traditional workers.

Opportunities for the Non-Traditional

Aug 16, 2022

Retirement Has Changed

Understanding the history of retirement plans in the US will allow us to set up better for the future. With the changes to the work force and the shift to self-employment and “un-traditional work” we need to rethink the way we look at retirement plans.

Retirement Has Changed

Aug 11, 2022

Work is Changing

As the nature of work is changing, financial industries, need to adapt and create new platforms for independent workers. The retirement industry for one, must be able to serve this large group of customers.

Work is Changing

Aug 9, 2022

Freelance Retirement Challenges

Freelance and other non-traditional workers face difficulties in saving for retirement. It is vital that we solve for this community that is estimated to be half of the US population by 2027.

Freelance Retirement Challenges

Aug 7, 2022

Closing The Retirement Savings Gap

The gap in retirement savings has created an estimated shortfall of $3.68 million!!
Yet the shifting dynamics, partly due to the pandemic, have given rise to a great opportunity to narrow this gap. The time to act is now.

Closing The Retirement Savings Gap