Recent Blog Posts

Auto-Enrollment and Auto-Escalation: Is It Time to Add These Features?

As benefits season approaches, business owners often review whether their 401(k) plan is easy to explain, administer, and integrate with the company’s broader rewards program. 

Stocks finish mixed as rising long-end yields cap risk; energy steadies the tape

A rates-led session kept equities in check as the 30‑year Treasury yield pushed to multidecade highs, pressuring growth pockets while oil strength helped energy offset some of the drag. The major indexes ended broadly mixed near the flat line, reflecting a tug‑of‑war between higher discount rates and resilient macro reads, including another low jobless‑claims print.

GOOD NEWS FROM MEMPHIS - GOOD NEWS FOR MEMPHIS SEPTEMBER 22, 2026

This past weekend was the 38th Annual Cooper Young Fest. There was also live music at Live at the Garden, Satellite Music Hall, Clue at the Orpheum, Hispanic Heritage Month celebrations, a Tigers football game which we won, and so much more.

Nasdaq ekes out another record as oil’s slide cools and yields hold steady

A tech-led tape stayed aloft even as the early tailwind from cheaper oil faded into the close.

AI-fueled rally lifts the Nasdaq to a record as oil and yields retreat

U.S. stocks finished broadly higher with tech and chip names out front, pushing the Nasdaq to a new closing high while the S&P 500 climbed back toward its peak.

Considering a Safe Harbor 401(k) Design for Next Plan Year: What to Weigh Now

Benefits season is a useful planning window for looking beyond enrollment materials and toward the operating choices that shape next year’s 401(k) plan.

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