5 Steps to Create a Financial Wellness Program
In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work....
How a Financial Wellness Program Can Improve Company Culture
While we firmly believe life is meant to be lived, we also know that it’s important to have peace of mind in the event of an emergency. ...
The Link Between Employee Productivity, Health and Stress
If you think financial wellness programs are a fad, think again. The industry consensus is that financial wellness not only produces...
Four Ways to Help Reduce Financial Stress for Your Employees
Employee financial stress is a hot topic. So much so, that nearly 60% of employees cite finances as their primary stressor. [1] Their...
News and Information for Employers Q2 2020
The link between stress and employee productivity is real. Experts estimate that it costs companies $500 billion or more per year due to...
Infographic: The CARES Act and its Impact on Retirement Plans
Coronavirus, COVID-19, CARES Act, these topics have without a doubt overtaken your media feeds and with a valid reason. However, in this...
CARES Act Update: Changes Impacting Retirement Plans
Signed into effect on March 27, the Coronavirus Aid, Relief and Economic Security (CARES) Act is a robust economic stimulus package...
Coronavirus and Retirement Savings: Lessons to help mitigate long-term retirement savings mistakes
It’s easy to say “stay calm” but harder to actually walk the walk. Keeping emotions out of investment strategies can be challenging even...
3 DOL Hot Buttons
DOL audits can be stressful, complicated and expensive! The best way to handle one is to avoid it in the first place. Through our...
Getting Your Ducks in a Row: Documents Adults Need
While we firmly believe life is meant to be lived, we also know that it’s important to have peace of mind in the event of an emergency. ...
Managing Risk: Do’s and Don’ts for Your Company’s Retirement Plan Committee
Scan the business news and you will likely find an article detailing the latest 401(k) litigation against a company accused of a...
Keeping Your Plan Data Safe: 11 Cybersecurity Questions to Ask Your 401(k) Service Providers
Your plan data and private information are valuable, but unfortunately, cybersecurity is a critical but often overlooked aspect of a plan...
10 Steps to Help You Handle a DOL Investigation
Hot breath, fear, sweaty palms - You’ve received a request from the Department of Labor (“DOL”) to provide documents about your...
Thinking About Changing 401(k) Providers? Five Things You Should Know
Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top...
News and Information for Employers Q12020
The start of a new year is a great time to review your fiduciary governance process and confirm that your fiduciary priorities have been...