Meet Danita Jo Talbot

Online advice is everywhere, but it is not always right. Learn how in-person employee education supports financial wellness, trust, and stronger workplace outcomes.

Online advice is everywhere, but it is not always right. Learn how in-person employee education supports financial wellness, trust, and stronger workplace outcomes.

Online advice is everywhere, but it is not always right. Learn how in-person employee education supports financial wellness, trust, and stronger workplace outcomes.

Online advice is everywhere, but it is not always right. Learn how in-person employee education supports financial wellness, trust, and stronger workplace outcomes.

Learn why cybersecurity is a fiduciary responsibility for retirement plan sponsors. Discover practical steps to help protect participant data and support compliance.

Explore 5 advanced tax strategies that help employers reduce taxable income, boost retirement savings, and retain top talent through optimized plan design.

Take a closer look at forfeitures, missing participants, and force-outs—three often-overlooked areas that can help tidy up your 401(k) plan, reduce costs, and strengthen plan oversight.

Discover how employers can support retirement readiness through simple, effective education that helps employees plan with clarity and confidence.

Explore newer 401(k) plan provisions and learn the pros, cons, and practical tips for updating your retirement plan and supporting your workforce.

Boost employee engagement and retention with benefits that meet the diverse needs of today’s multigenerational workforce. From mental health support for Gen Z to retirement planning for Baby Boomers, a personalized and strategic benefits program helps employees feel valued and motivated. By aligning benefits with your team’s priorities and offering financial, health, and whole-person support, you can create a thriving, loyal workforce. Discover how thoughtful employee benefits can drive long-term business success.