Insights for Industry Professionals

  
 
  Showing 1-8 of 10   

A financial professional meets with his plan sponsor client to share the 2025 cost of living adjustment and discuss the impact of retirement contributions and plan strategy.

Share the 2025 Cost of Living Adjustment Announcement with Your…

The IRS recently announced the Cost of Living Adjustment (COLA) with the defined contribution plan annual additions limit increasing from $69,000 to $70,000. For financial…

November 5, 2024  | read icon 4 min read

A CEO meets with some of her employees in a modern office space to explain how managed account programs will benefit their retirement plan employee benefit.

Ameritas Managed Account Programs Expand Offerings for Retirement Planning

While many workers interested in saving for retirement understand the value of planning early, the actual details of retirement plan accounts can prove daunting. When…

September 6, 2024  | read icon 5 min read

A nonprofit director stands in front of her team in a conference room giving a presentation about their new 403(b) retirement plan.

New Ameritas 403(b) PEP Brings Retirement Plan Options to Nonprofits

For nonprofit organizations seeking to hire top talent, the ability to offer a suite of attractive benefits is critical in a tight labor market. Traditional…

May 28, 2024  | read icon 4 min read

Chris Miller, Sales Director, Ameritas Retirement Plans

Chris Miller Champions Ameritas Retirement Plans in the PEO Space

Given the proven position Ameritas retirement plans has in the multiple employer plan marketplace, we serve effectively in many unique channels. To deepen our commitment…

November 13, 2023  | read icon 6 min read

A photo of Monika Hubbard, institutional sales director for the financial institutions channel at Ameritas retirement plans.

Expanding Client Connections: Monika Hubbard Introduces Ameritas to the Financial…

Given Ameritas’s deep experience in retirement plans and our desire to strengthen our influence in key markets, it seems a natural fit that we could…

October 17, 2023  | read icon 5 min read

A financial professional explains the difference between joining or sponsoring a pooled employer plan to his clients.

Joining vs Sponsoring a Pooled Employer Plan: Pros and Cons

PEPs can be a great solution for many small businesses, giving them the opportunity to attract and retain top employee talent while reducing their in-house…

September 22, 2023  | read icon 8 min read

Colleagues wearing hard hats review building design plans for their business. To attract the best employees, they’ll need to consider joining a MEP or PEP to offer a retirement plan.

What’s the Difference Between MEPs and PEPs?

Now more than ever, small- and medium-sized businesses are actively exploring the idea of offering retirement plans to their employees. Well-managed, competitive 401(k) programs can…

August 18, 2023  | read icon 6 min read

Scott Holechek, VP Business Development, Retirement Plans

The Power of the Ameritas Pooled Employer Plan

Businesses are generally concerned with three things when it comes to sponsoring a retirement plan: cost, fiduciary risk and administrative burden. At Ameritas, we’re working…

June 7, 2023  | read icon 4 min read


  
 
  Showing 1-8 of 10