The Wealth Consulting Group - Conrad & Drake

02/23/2026

When was the last time you reviewed your 401(k) plan's investment lineup? If it's been a couple of years, then it's time for a thoughtful review. Check out some of the new, current, and consistent topics shaping retirement investments.

The Defined Contribution Plan Trends Study from NEPC highlights participant behavior from past years compared to today.

12/09/2025

If your retirement plan had a disruption today, would you be ready? A backup plan supports business continuity and fiduciary responsibility.

04/29/2025

Are your benefits keeping up with a multigenerational workforce? From Gen Z to Baby Boomers, each group values different things. Learn how tailored benefits can make a difference.

03/04/2025

This quarter’s plan sponsor focus is all about retirement leadership insights. Let’s dive into the following topics:
• What does a 401(k) committee do?
• Best practices for smooth retirement plan leadership transitions
• Should you consider auto-features for your retirement plan?


https://conta.cc/4iddyE2

02/25/2025

Auto-enrollment and auto-escalation can boost plan participation. Are these features the right fit for your retirement plan?

www.pensionpointra.com/blog-01/should-you-consider-auto-features-your-retirement-plan

02/18/2025

Help your employees take control of their financial future. Share this easy-to-use "Designing Your Future" guide.

https://conta.cc/4aY6Uz1

02/14/2025

SECURE 2.0: Big Changes. Plan sponsors—are you ready? The next phase of SECURE 2.0 kicks in soon. Now’s the time to prepare. See what’s changing:

Learn more about SECURE 2.0 provisions for 2025 and how plan sponsors can prepare for major upcoming changes in 2026.

02/03/2025

New findings show that administrators are not keeping plan sponsors out of harm’s way and plan sponsors are not offering their employees a bulletproof retirement plan. Benchmarking your plan annually and working with a qualified retirement plan advisor can help mitigate red flags.

Vast majority of 401(k)s have a “red flag” fiduciary or regulatory violation based on a new analysis of Form 550 data released today

03/10/2023

Debt and Retirement: Can You Handle Both?

If you’re struggling to save for retirement because of debt, it’s never too late to start.

06/16/2020

05/16/2020

The United States Military is special for so many reasons. One specifically, we're an all volunteer force. As a Veteran, I personally understand the sacrifice our armed forces make on a daily basis. They don't get paid much, they go for long periods of time without seeing their families, and they put their lives on the line for EVERY AMERICAN. If you know someone currently serving in the military... Thank them!