POPULAR ARTICLES

Retirement Plan Cost Analysis

Retirement plans aren’t free.  As a business owner, it’s easy to understand, but what are the real costs? What are we paying for and why?  These are great questions and exactly what we are going to answer.  There are a lot of questions about soft costs, hard billables, revenue sharing ...
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Auto Features- The Future of 401(k)?

ARE AUTO FEATURES THE FUTURE OF 401(k)? Everything these days seems to be automated from reminders for doctors’ appointments, to bill paying, to (something clever). And why not?! Automation is the future, but does this apply to retirement planning as well? Auto-features are gaining traction and participants are more open ...
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Benchmarking Your 401(k)

Benchmarking Your 401(k) Plan: A once a year check-up, or a regular check-in? As humans age, we age with complexity and it’s a priority that we make frequent visits to the doctor. Normally, we all go to the doctor for yearly checkups; checkups can include adjusting of daily supplements like ...
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Why You Need To Know About The DOL Conflict Of Interest Rule

Nearly since the Employee Retirement Security Act (ERISA) was passed in 1974 the large insurance companies, banks, brokerage firms and mutual fund companies have dominated the corporate retirement plan space with their huge marketing budgets and Super Bowl half time commercials.  What do these institutions have in common and how ...
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Historic Day in Retirement Savings History!

Today the U.S. Department of the Treasury announced the availability of the MyRA plan to employees of companies that don't offer a corporate retirement savings plan option. Normally I would be ecstatic that anybody was helping U.S. workers save more for retirement.  Unfortunately, call me stoic, but this plan seems more ...
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