Retirement Plan Insights

In the Loop

Your source for retirement plan insights. Circle back regularly for fresh topics and strategies to stay well-informed.

Are MVAs Here to Stay?

Mike Shamon, regional vice president, Stable Value Solutions at The Standard, looks ahead at market value adjustment trends and what to expect in 2026.

How to Help Clients Reduce Their Plan Duties by More Than Half

What if you could help a client cut their retirement plan duties by more than half? That’s the power of a Pooled Employer Plan.

Little-Used Tax Credit Can Help Small Businesses Start a Plan

Talk to small-business clients about a tax credit that can help them start a retirement plan.

Stable Value Is Always in Season

As interest rates fluctuate, is this the right time for stable value investing?

Fact-Checking the Top 5 Myths About PEPs

We’ve fact-checked five of the most common myths about PEPs to help you debunk them during your next client meeting.

The Standard Honored as Top-5 Recordkeeper in 8 Mid-Market Categories

Advisors have recognized The Standard as a top-five recordkeeper in the Mid-Market Category. See how we stand out in the annual NAPA Advisors’ Choice awards.

Elevate Retirement Readiness With Step-Up Savings

Are your clients looking for a smart way to help participants save for retirement? Learn more about The Standard’s Step-Up Savings service.

9 Questions to Assess Stable Value MVA Equalizers

Not all market value adjustment equalizers are the same, and the differences can be complex. Ask important questions to help choose the right one.

Dynamic QDIA Helps Meet Employees’ Evolving Needs

Read about how dynamic QDIAs can meet the needs of a broader range of employees.