Resources

As thought leaders, we’re constantly looking for ways to improve our services and provide you with resources to help you make well-informed decisions. Keep up to date here with the latest news, insights and industry articles from TruePlan Benefit and Retirement Advisors.

News and insights

• Press release
• Blog
• SECURE 2.0 Discussion Series
  • Session 1
  • Session 2

Compliance corner

• SECURE 2.0 Act
• IRS Plan Contribution Limits
• COBRA Deadline Extension Relief
• COBRA Subsidy Provisions of the ARPA
• Employee Leave Laws Summary

Market recaps

• Quarterly recap 2024
  • Third Quarter Recap
  • Second Quarter Recap
  • First Quarter Recap
• Quarterly recap 2023
  • First Quarter Recap
  • Second Quarter Recap
  • Third Quarter Recap
  • Fourth Quarter Recap
• Quarterly recap 2022
  • First Quarter Recap
  • July Recap (Special edition)
  • Second Quarter Recap
  • Third Quarter Recap
  • Fourth Quarter Recap
• Quarterly recap 2021
  • First Quarter Recap
  • Second Quarter Recap
  • Third Quarter Recap
  • Fourth Quarter Recap

Event recordings

• Quick hits session: Fiduciary Governance — October 16, 2024
• Unlocking benefits: How student loan debt forgiveness counseling retains employees — October 02, 2024
• SECURE 2.0: The first three months — April 11, 2023
• Cybersecurity practices for ERISA retirement plans — Aug 25, 2021

Just the FAQ

• 457(b) and 457(f) plans
• Adding an automatic enrollment arrangement

• Safe harbor plans
• Target date fund strategies

Publications

The evolution of Target Date Funds and the Qualified Default Investment Alternative

Do you know the evolution of Target Date Funds (TDFs) and Qualified Default Investment Alternatives (QDIAs)? Get the full timeline from the ‘90s today.

What is a fiduciary investment advisor?

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?

What should plan sponsors offer in retirement plan investment menus: Active or passive mutual funds?

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.

SEC approves spot bitcoin ETFs

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.

Does cryptocurrency have a place in retirement plans?

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.