Defined Plan Advisors

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Should I Buy or Lease an Auto? Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Are your employees confident they'll reach retirement?

New research from Voya Investment Management shows a clear gap: 71% of employees invested in target date funds (TDFs) feel confident they'll hit their retirement goals — compared to just 58% of those who aren't.

And it's not just confidence. Over 90% of TDF investors say it reduces the stress of retirement planning.

For plan sponsors, this is a meaningful data point. When employees feel less stressed and more on track, it shows up in engagement, focus, and retention.

If your plan lineup includes TDFs but participation is low, it may be worth looking at how they're being communicated — or whether auto-enrollment is working as intended.

Happy to talk through what your current plan data looks like.

Just a moment...

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

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It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

Here are eight mistakes to avoid when.

Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement.

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, KIM Investment Analyst Ryan Chang explains why bonds are an essential piece of a title-winning portfolio.

The Role of Bonds in Portfolio Construction Learn why bonds are an essential piece of a title-winning portfolio.

Some simple, inexpensive energy-saving tips that may help you save money.

A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.