The global pandemic has had a staggering effect on the economic lives of millions, driving them to actions that could have long-lasting...

When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about...

Many American workers struggled financially before the COVID-19 pandemic. Therefore, it isn’t surprising that this crisis could greatly...

Employees are worried about their finances. They worry about them in the evenings, on weekends and during working hours. Plus, with the...

We are excited to welcome Q2 with the theme of Financial Wellness! This quarter, we are going to touch on some important topics that...

As your company grows, things change! One of those things should be your company’s retirement plan. It should meet the changing needs of...

One of the most common goals for a 401(k) plan is to provide a savings vehicle for the company’s owner(s) and their employees. However,...

If you sponsor a company retirement plan as a benefit for your employees, you may be required to maintain a type of insurance called a...

Your company retirement plan should be a valued benefit, not an open door for lawsuits! How can you reduce your fiduciary liability,...

Many Americans are not aware that they may be eligible for the Tax Saver’s Credit! Your employees may be able to take a tax credit for...

As the seasons change, employees may need a check-up from their employers to make sure they are in good health! Wellness and self-care...

The COVID Relief Bill provides insights on how employers and business owners can receive assistance with: Payroll Protection Program...

Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them...

As a plan sponsor, you are responsible for keeping your plan in compliance with government regulations. One of the important areas of...

Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the...