Video – 20 Questions to Benchmark Your Retirement Plan
When was the last time you reviewed your retirement plan - 5 years ago, 3 years ago? If it has been over a year, it may be time to benchmark your retirement plan, but it doesn’t have to be a chore this time around. After your review, you should feel more confident with your plan’s design, employee engagement, service providers, funds and fees. Come prepared to do your review with 20 questions that will help you evaluate your plan. This clip outlines 5 main areas of your retir
Participant Infographic – Do You Want to Be Taxed Now or Later?
Your employees may have questions about one of the first decisions they will need to make – do they want to contribute to a Roth 401(k) or Traditional 401(k)? No matter how you slice it, taxes, income brackets and contribution availability can be confusing, and it is natural for them to need guidance. Our helpful infographic illustrates the key differences and each plan type’s impact on take home pay and retirement income projections. Share this with your employees and let th