The Innovest Blog Search by Service AreaRetirement & Benefit PlansNonprofitsFamilies & High Net Worth IndividualsSearch by Popular TopicInnovestEconomicsFinancial MarketsInvestment StrategiesMarket Commentary Articles: Retirement & Benefit Plans Featured May 22, 2025 Social Security Fairness Act Repeals WEP and GPO May 22, 2025 Read more → May 22, 2025 May 22, 2025 Ascending SECURE 2.0: Catch-Up Contributions May 22, 2025 Read more → May 22, 2025 May 22, 2025 Completing the Journey May 22, 2025 Read more → May 22, 2025 November 22, 2023 How To Donate Your Life Insurance To Charity November 22, 2023 Read more → November 22, 2023 November 9, 2023 The Case for Mid Cap Equities November 9, 2023 Read more → November 9, 2023 November 9, 2023 Should They Stay or Should They Go? November 9, 2023 Read more → November 9, 2023 October 16, 2023 9 Attributes of a Fiduciary Worthy of ‘Justified Trust’ October 16, 2023 Read more → October 16, 2023 August 25, 2023 Secure 2.0: Four key changes for retirement plans August 25, 2023 Read more → August 25, 2023 July 25, 2023 Financial Wellness: Nurturing a Healthy Relationship with Money July 25, 2023 Read more → July 25, 2023 July 25, 2023 Cyclical Markets: Predictable Unpredictability July 25, 2023 Read more → July 25, 2023 April 26, 2023 Introduction to ESG in Retirement Plans April 26, 2023 Read more → April 26, 2023 April 26, 2023 Is it Time to Retire the ‘Normal’ Retirement Age? April 26, 2023 Read more → April 26, 2023 March 17, 2023 USC to pay $13 million to settle ERISA suit over retirement plan fees March 17, 2023 Read more → March 17, 2023 January 26, 2023 Retirement Plan Advisor M&A Activity Continued at a Rapid Pace in 2022 January 26, 2023 Read more → January 26, 2023 November 1, 2022 Expanding the Capital Preservation Conversation November 1, 2022 Read more → November 1, 2022 November 1, 2022 Your Year-end Retirement Checklist November 1, 2022 Read more → November 1, 2022 September 28, 2022 Which Generation is Saving Most for Retirement? (You May Be Surprised) September 28, 2022 Read more → September 28, 2022 September 19, 2022 Saving for Retirement Stays a Top Goal Amid Recession Fears September 19, 2022 Read more → September 19, 2022 September 12, 2022 Plaintiffs Clear Dismissal in Case Involving Prudential’s GoalMaker September 12, 2022 Read more → September 12, 2022 August 9, 2022 Back to the Future? Advisory M&A and Monetization of the Participant Relationship August 9, 2022 Read more → August 9, 2022 August 9, 2022 Inflation Considerations in DC Plans August 9, 2022 Read more → August 9, 2022 August 9, 2022 Our Thoughts on Recent Market Volatility August 9, 2022 Read more → August 9, 2022 July 5, 2022 Optimism Rising That SECURE 2.0 Will Pass, Hiking RMD Age By Year's End July 5, 2022 Read more → July 5, 2022 May 13, 2022 Target-Date Funds Continue to Be Popular Among Younger 401(k) Plan Participants May 13, 2022 Read more → May 13, 2022 May 11, 2022 How to protect yourself from running out of money when you retire May 11, 2022 Read more → May 11, 2022 May 4, 2022 Are U.S. Public Pensions Hiding Funding Risk by Allocating More to Private Equity and other Alternatives? May 4, 2022 Read more → May 4, 2022 May 2, 2022 Opinion: What role can annuities play in 401(k) plans? May 2, 2022 Read more → May 2, 2022 April 29, 2022 Here's Why 401(k) Balances Went Up During the Pandemic April 29, 2022 Read more → April 29, 2022 April 27, 2022 Nearly Half of Americans Are Falling Into This Social Security Trap April 27, 2022 Read more → April 27, 2022 April 25, 2022 Fixing the 40 in Defined Contribution Plans April 25, 2022 Read more → April 25, 2022
