Retirement Plan Insights

In the Loop

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

Managed Accounts: A Clear, Defensible Framework for Selection and Oversight

Managed accounts aren’t a set-it-and-forget-it decision. Your fiduciary process shouldn’t be either. Get insights and guidance from Fiduciary Law Center’s Matthew Eikman, J.D., AIF® and our managed account partner, Stadion Money Management.

New Stable Value Funds Combine Competitive Design With Operational Simplicity

We've launched two new stable value funds that combine the current competitive rate environment with long-term portfolio stability — plus operational simplicity. Learn about APEX Select and see why our APEX products are so popular with advisors.

Tips From Top Advisors on Driving PEP Adoption

Discover expert strategies top advisors use to guide employers into pooled employer plans and drive PEP adoption.

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.