Explore MJ Insight, where we cover trending topics, provide industry insights, and keep you up-to-date on the latest compliance regulations.
Retirement plans are often measured by participation rates, match levels, and account balances. But those metrics tell only part of the story. More organizations are starting to ask a different question: What is our retirement plan actually doing for our (…)
There’s more to Read
Retirement plans are often measured by participation rates, match levels, and account balances. But those metrics tell only part of the story. More organizations …
Read More
At MJ’s recent Economic Outlook, our team shared perspectives on the forces shaping today’s business and benefits landscape—from rising healthcare costs to evolving insurance …
Read More
It hasn’t been long since the tide turned and interest shifted from college to trade school. As the repercussions of our declining birth rates …
Read More
MJ Retirement has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams …
Read More
What Is a 530A / Trump Account? A new type of individual retirement account for children under age 18, created under the One Big …
Read More
Spring is right around the corner, and I’m not about to ask you to clear out closets or face whatever has collected behind your …
Read More
Alternative investments have been around for a long time, but for years they were mostly limited to wealthy individuals and big institutions that could …
Read More
The IRS has released Notice 2025-67, containing cost-of-living adjustments for 2026 that affect amounts employees can contribute to 401(k) plans and individual retirement accounts …
Read More
When it comes to aligning retirement benefits to organizational strategy, CEO of MJ Retirement Doug Prince told SWERVE seminar attendees gathered at the Indiana …
Read More
Opportunity comes in many forms, and for creative litigators, more of it may be coming from the ways large employers use forfeitures from their …
Read More
On April 17, 2025, the U.S. Supreme Court ruled that a group of employees may challenge their employer’s fee arrangement with a retirement plan …
Read More
We’ve had a number of questions from clients about adding environmental, social and governance (ESG) investments in their retirement plan. To date, the law …
Read MoreWe want to hear from you. Please visit us at one of our offices—or fill out our contact form.
