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...
3 Ways to Confront Your Financial Fears
30% of Americans don’t have a budget. In fact, 3 in 5 don’t know how much they spend last month, and the median household retirement...
Stop Retirement Savings Setbacks
The global pandemic has had a staggering effect on the economic lives of millions, driving them to actions that could have long-lasting...
A CFO's Guide to Financial Wellness
When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about...
Normalize Retirement Savings Habits
Many American workers struggled financially before the COVID-19 pandemic. Therefore, it isn’t surprising that this crisis could greatly...
5 Reasons to Rethink Financial Wellness
Employees are worried about their finances. They worry about them in the evenings, on weekends and during working hours. Plus, with the...
Q2 2021 Newsletter - Financial Wellness Edition
We are excited to welcome Q2 with the theme of Financial Wellness! This quarter, we are going to touch on some important topics that...
Safe Harbor Plan Design
As your company grows, things change! One of those things should be your company’s retirement plan. It should meet the changing needs of...