Join us for the third session of the "The TruePlan Fiduciary Advantage – 2026 Webinar Series." In under an hour, learn how retirement plans and benefits can be managed more strategically to support your organization and employees.
Where leaders stay ahead on industry news, compliance updates, legislative insights, benefit and retirement trends
Access the latest industry news, specialized insights and thought leadership from TruePlan Benefit and Retirement Advisors.
Featured insights
Explore our newest articles covering retirement plan trends, regulatory developments and employee benefits topics impacting today's employers and plan sponsors.
Discover recently published guides, reports and original resources from the TruePlan team designed to support informed retirement and benefits decision-making.
Keeping track of defined benefit plan deadlines can be complex, especially with requirements spread across the entire year. This calendar highlights important compliance dates for calendar year qualified pension plans.
It’s been over a year since TruePlan published A Potential New Era (Not Just for Bonds). Now, Ryan McWalter’s evaluating the opposite side of the equity style box in part two. Get the latest update.
When creating and monitoring your organization’s participant-directed 401(k) or 403(b) plan investment lineup, it’s important to take a balanced approach between the investment categories that are offered and the range of investment knowledge and behaviors among your employees (retirement plan participants).
Stay ahead of retirement plan and employee benefits compliance requirements with resources covering regulatory updates, such as contribution limits and SECURE 2.0, plan administration and more. Whether you're reviewing plan design options or preparing for key filing deadlines, these materials can help support informed decision-making. For additional compliance-focused guidance, explore the complete series using the resources in the sidebar.
Market recaps
Gain perspective on the forces shaping retirement plan investment markets through TruePlan’s quarterly market recaps. Drawing on original research and analysis, these reports explore market activity, economic developments and investment trends that may influence plan sponsors, fiduciaries and committee decision-makers. Browse the sidebar to access the full series and stay informed on the latest market insights.
SECURE 2.0 discussion series
Explore key provisions of the SECURE 2.0 Act through TruePlan's discussion series designed for plan sponsors, fiduciaries and retirement plan decision-makers. These sessions break down legislative updates, implementation considerations and topics that may impact retirement plan administration. Browse the series in the sidebar to access each session and gain additional insights into this evolving regulatory landscape.
Just the FAQs for plan sponsors
Get straight answers to some of the most common questions facing retirement plan sponsors. The Just the FAQ series provides concise, easy-to-understand resources covering plan design, administrative considerations and investment-related topics. Explore the publications in the sidebar for practical insights on key retirement plan decisions and industry concepts.
Upcoming events
Join us for our upcoming events and stay updated with the latest insights and networking opportunities.
September 22, 1:30 - 2:30 PM EST.
The Fiduciary Advantage: 2026 Webinar Series
Session three, under one hour
Join our upcoming session to learn how retirement plans and benefits can be managed more strategically to support your organization and employees. In under an hour, we'll cover practical guidance on staying compliant and audit-ready, key retirement plan design fundamentals and benchmarking insights and how aligning plan design with compliance can simplify administration.
The TruePlan Fiduciary Advantage: Fiduciary Fest with Nixon Peabody
89 minutes
Explore key fiduciary responsibilities, current regulatory and litigation developments, and best practices for strengthening plan governance. This session is presented by TruePlan in partnership with Nixon Peabody as part of The TruePlan Fiduciary Advantage.
The TruePlan Fiduciary Advantage: 2026 Webinar Series
Session two, 29 minutes
Learn practical ways to use retirement plans and benefits more intentionally to support employee attraction, retention and engagement. In under an hour, walk away with retirement plan investment best practices, such as designing effective investment lineups, evaluating QDIAs and discussing where (if at all) private capital may fit. You’ll also get guidance on how to take a proactive, strategic approach to your overall benefits offerings.
The TruePlan Fiduciary Advantage: 2026 Webinar Series
Session one, 27 minutes
This webinar provides a clear review of fiduciary responsibilities, early insights from SECURE 2.0 Roth catch-up implementation and key takeaways from the recent employee benefits renewal season. Learn which trends are emerging and what plan sponsors can do now to prepare for the year ahead.
Beyond the basics: Retirement and benefits for growing businesses
27 minutes
Explore retirement and benefit strategies for small and mid-sized employers, including practical insights for existing and new plans and tips for strengthening compliance, improving retention and simplifying plan implementation.
Unlocking benefits: How student loan debt forgiveness counseling retains employees
36 minutes
Discover how student loan debt forgiveness counseling can give your organization a competitive edge in recruitment, increase retention and drive employee productivity.
It’s been over a year since TruePlan published A Potential New Era (Not Just for Bonds). Now, Ryan McWalter’s evaluating the opposite side of the equity style box in part two. Get the latest update.
When creating and monitoring your organization’s participant-directed 401(k) or 403(b) plan investment lineup, it’s important to take a balanced approach between the investment categories that are offered and the range of investment knowledge and behaviors among your employees (retirement plan participants).
Institutional investors are under pressure to deliver consistent returns while managing risk. Traditional equity and fixed income strategies alone may not offer enough diversification and downside protection to effectively weather sustained periods of market volatility or economic downturns.
Discover how active and passive mutual funds performed across key asset classes in 2025. Get actionable insights for building better retirement plan menus in today’s market.
Is this the new era of normal interest rates? TruePlan’s Ryan McWalter & Jordan André explore the impact on active vs. passive investments in retirement plans.
Do you know the evolution of Target Date Funds (TDFs) and Qualified Default Investment Alternatives (QDIAs)? Get the full timeline from the ‘90s today.
Navigating the world of investments can be a complex task, especially for those managing small, medium and larger-sized portfolios with endowments, foundations, pension plans and other entities. One key player in this realm is the fiduciary investment advisor for your institution. What exactly is a fiduciary investment advisor and how can they benefit your organization?
In the debate between active vs. passive mutual funds, plan sponsors find themselves wondering what to offer in their retirement plan investment menus. Download TruePlan Benefit and Retirement Advisors’ white paper to access insightful active and passive management analyses now.
The long-awaited exchange-traded fund for spot bitcoin became available to investors on Jan. 11. Previously, bitcoin exposure was limited to direct asset custody in a digital wallet, Chicago Mercantile Exchange futures contracts or open-ended private trusts, all offering various pros and cons.
Should defined contribution retirement plan portfolios include cryptocurrency? The short answer is: Not yet. We believe it's too soon to take a chance on this volatile new investment option, but that could change over time.
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