Live your Best Life: Now and In Retirement
Americans are living longer than ever before. Life expectancy is now at 79 years old, and many employees will need to save enough to live...
2022 Contribution Limits
The new Retirement Plan Contribution Limits are official! The following limits are going up for 2022: · Maximum contributions for...
Who’s on Your Retirement Plan Committee?
Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or...
Year-End Wrap-Up: Evaluating the Effectiveness of Your Company's Retirement Plan
With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data...
The Tale of Two Economies: Promoting Workplace Benefits in a K-Shaped Economy
More than a year into the COVID-19 pandemic, there are signs of recovery in the U.S. Millions of vaccines have been administered,...
You Can’t Talk About That at Work: Tackling Financial FAQs
Talking about money is tricky, especially at work. While it may seem too personal for work and easier to avoid the conversation, the...
Q4 2021 Newsletter – Strategic Thinking Edition
It’s hard to believe that this year is nearing the end, but with a new one approaching comes plan sponsor responsibility and proactively...
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...
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)...
2022 Deadline Nears: Now is the Perfect Time to Review Your Retirement Plan Design
For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties....
Questionnaire: Do You Know the Different Types of Workplace Retirement Plans?
Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its own set of features...
SEPs, MEPs and PEPs – Discover the Differences and Ideas for Your Workplace Retirement Plan
Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes...
CARES Act Aftermath: What Plan Sponsors Need to Do
Pandemic Relief May Bring Administrative Pain to Plan Administrators The CARES Act gave plan participants quick access to funds during...
Q3 2021 Newsletter – Measurement and Strategic Planning Edition
As the first half of the year phases out, it’s time to focus on measuring and begin strategic planning for your retirement plan. There’s...
Video: 12 Types of Financial Education Employees Need
Each of your employees is unique with their own individual lifestyle path. That said, your employees need guidance to make smarter...