Q1 2023 Newsletter: Fiduciary Plan Governance Edition
At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and...
Investment Committee Checklist
Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial...
Why Plan Fiduciaries Need to Pay Careful Attention to Retirement Plan Fees
Competitive benchmarking is a way to measure and compare fees associated with running your retirement plan. Explore the most frequently...
2023 Compliance Calendar
Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information...
Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees
Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do...
Q1 2023 Employee Newsletter: Budget Edition
The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting...
Defining Workplace Goals is a Vital First Step to an Effective Retirement Plan
Retirement plans can be as unique as your company and its employees. Yet many committees do not take the time to set specific goals for...
SECURE Act 2.0 – What Employers Need to Know
After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan...
Q4 2022 Newsletter: Adapting to Change Edition
As 2022 ends, it is time to shift your focus to optimizing your workplace and workforce. The future looks toward powerful partnerships...
4 Ways You Can Benefit from Working With a 401(k) Advisor
As a 401(k)-plan sponsor, you manage everything from fiduciary duties to investment monitoring and plan design optimization to employee...
