POPULAR ARTICLES

What Does it Really Take to Retire?

What does it really take to retire? As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a successful retirement. When the 401(k) plan was introduced in the mid-80s, it was not intended as a standalone ...
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Evaluating & Creating a Prudent Fiduciary Process

Do You Have a Prudent Fiduciary Process Established? Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a prudent process creating an opportunity for employees to pursue their retirement goals. Companies of any size can ...
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Customizing Plan Design

NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version ...
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Mid-year 401(k) Plan Check-up

Your Mid-year 401(k) Plan Check-up and Tune-up As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were just yesterday.  Alas, those days have come and gone, and the “next” New Year is only a ...
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Benchmarking Your Company’s Financial Wellness Program

Benchmarking Your Company’s Financial Wellness Program Financial wellness is more than just a buzzword or a “feel-good” benefit: when effectively implemented, it can be a powerful tool to help employees take control of their financial lives and help your company reach organizational goals. This article will share insights on program ...
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