Viewpoint Newsletter


Viewpoint Q1 2023

Viewpoint Q1 2023

  • Education Takes Center Stage at Sunripe Farms
  • Confidence in Making Financial Decisions Remains Low
  • A Detailed Guide to SECURE 2.0
  • In the Face of Market Volatility, Participants Stay the Course
  • Employee Education Corner
  • Quarterly Compliance Reminders
Read the issue


Viewpoint Q4 2022

Viewpoint Q4 2022

December 2022

  • SageView Launches PersonalSAGE Participant Education and Engagement Platform
  • DOL Release Final Rule on ESG Investments in Retirement Plan
  • Major Gap Persists Between Retirement Goals and Preparedness
  • Workplace Wellness Programs and the LGBTQ Community
  • New Study Shows Workplace Retirement Plan Essential to Employee Retention
Read the issue

<br data-mce-bogus="1"><br data-mce-bogus="1">Viewpoint Q3 2022

Viewpoint Q3 2022

August 2022

  • Living, Learning and Growing at Sunripe Farms
  • Income and Retirement Confidence Remain Closely Linked
  • Nearly Half of Participants Say Inflation is the Main Obstacle to Meeting Retirement Goals
  • IRS Extends Deadlines for SECURE Act and CARES Act Amendment
  • Upcoming Compliance Reminders
Read the issue
<br data-mce-bogus="1">Viewpoint Q2 2022

Viewpoint Q2 2022

June 2022

  • IRS Announces Higher HSA Limits for 2023
  • Participants with a Retirement Plan Show Remarkably Higher Financial Confidence 
  • Debt Remains an Issue Across Generations, but Financial Wellness Programs can Help
  • Research and Insights: Inflations and the Economy
  • Upcoming Compliance Reminders
Read the issue