Bundling Your 401(k) Message Into Your Broader Benefits Communication

During open enrollment, employees may receive a large volume of information about medical coverage, flexible spending arrangements, payroll elections, and other workplace benefits.

Recent Blog Posts

Stocks snap 3-day slide as yields ease; AI software wobbles while hardware shines

Personal Investor

September 2, 2026

U.S. equities rebounded after three down sessions as Treasury yields pulled back from an intraday peak, taking some pressure off risk assets.

Stocks slip to start September as oil jumps and yields grind higher

Personal Investor

September 1, 2026

U.S. equities fell to kick off September as a renewed flare‑up around the Strait of Hormuz sent crude higher and stoked inflation worries, while a global bond selloff pushed long‑term yields toward multi‑year highs.

Why Open Enrollment Season Is a Natural Moment to Revisit Your 401(k)

Retirement

September 1, 2026

Open enrollment often concentrates attention on health coverage, payroll elections, and the employer’s overall benefits package.

GOOD NEWS FROM MEMPHIS - GOOD NEWS FOR MEMPHIS SEPTEMBER 1, 2026

News

September 1, 2026

Today is a very special edition of FOR MEMPHIS because it’s 901 Day.

Stocks ease as Fed fight with inflation stays front-and-center

Personal Investor

August 28, 2026

U.S. equities slipped into the close, giving back part of yesterday's AI-fueled pop as investors refocused on a steadier-for-longer rate backdrop.

Target-Date Funds 101: What Business Owners Should Know About Their Plan's Default Option

Retirement

August 28, 2026

For many 401(k) plans, target-date funds are central to the default investment discussion. They are often organized around an expected retirement year and may be used individually or as part of a QDIA. For a business owner, the key is not to evaluate a target-date series based on a recent market result alone. It is to understand how the series works and how the committee oversees it within the plan.