

SECURE Act and What 401(k) Plan Sponsors Need to Know
On 23 December, one of the largest changing legislative acts to impact America’s retirement system was signed into effect. The Setting...
![[Video] 3 Trends to Help Strengthen Your Workforce’s Retirement Savings](https://static.wixstatic.com/media/b14c6c_b71b79b8c23847f4b4a7bf1a6754456a~mv2_d_2917_1667_s_2.jpg/v1/fill/w_437,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_b71b79b8c23847f4b4a7bf1a6754456a~mv2_d_2917_1667_s_2.webp)
![[Video] 3 Trends to Help Strengthen Your Workforce’s Retirement Savings](https://static.wixstatic.com/media/b14c6c_b71b79b8c23847f4b4a7bf1a6754456a~mv2_d_2917_1667_s_2.jpg/v1/fill/w_327,h_187,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_b71b79b8c23847f4b4a7bf1a6754456a~mv2_d_2917_1667_s_2.webp)
[Video] 3 Trends to Help Strengthen Your Workforce’s Retirement Savings
As your business grows and evolves, it is important to stay in the know on how to offer better workplace benefits that help recruit,...
![[Participant Infographic] 3 Tips to Tackle Debt and Help Brighten Your Financial Future](https://static.wixstatic.com/media/b14c6c_ca11ff0fe31741059cca84ae2b9af017~mv2.jpg/v1/fill/w_439,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_ca11ff0fe31741059cca84ae2b9af017~mv2.webp)
![[Participant Infographic] 3 Tips to Tackle Debt and Help Brighten Your Financial Future](https://static.wixstatic.com/media/b14c6c_ca11ff0fe31741059cca84ae2b9af017~mv2.jpg/v1/fill/w_328,h_187,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_ca11ff0fe31741059cca84ae2b9af017~mv2.webp)
[Participant Infographic] 3 Tips to Tackle Debt and Help Brighten Your Financial Future
In America, most people have debt and as an employer and plan sponsor, it’s helpful to provide resources that encourage your employees to...


What are Corrective Distributions and How to Avoid Them Going Forward
Tests – the word alone is enough to make the most studious of us sweat. When placed in the context of 401(k) plans, i.e. determining...
![[Plan Sponsor Guide] 20 Questions to Ask a Recordkeeper](https://static.wixstatic.com/media/b14c6c_59ece720e39849dda0572d2c83a70696~mv2.jpg/v1/fill/w_436,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_59ece720e39849dda0572d2c83a70696~mv2.webp)
![[Plan Sponsor Guide] 20 Questions to Ask a Recordkeeper](https://static.wixstatic.com/media/b14c6c_59ece720e39849dda0572d2c83a70696~mv2.jpg/v1/fill/w_328,h_188,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_59ece720e39849dda0572d2c83a70696~mv2.webp)
[Plan Sponsor Guide] 20 Questions to Ask a Recordkeeper
Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be...


2020 Contribution Limits
The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for...


How Data Analytics Can Help You Make Retirement Plan Decisions
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a...


Big Data to Drive Participant Outcomes
If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into the potential of...


Q4 2019: News and Information for Employers
As we approach the New Year, we look at the future trends of the retirement plan industry to better support plan design, plan...
![[Video] What are MEPs and Should You Consider One?](https://static.wixstatic.com/media/b14c6c_7c08f4cf3a79492393fe9fbb9fa000d1~mv2.jpg/v1/fill/w_375,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_7c08f4cf3a79492393fe9fbb9fa000d1~mv2.webp)
![[Video] What are MEPs and Should You Consider One?](https://static.wixstatic.com/media/b14c6c_7c08f4cf3a79492393fe9fbb9fa000d1~mv2.jpg/v1/fill/w_327,h_218,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_7c08f4cf3a79492393fe9fbb9fa000d1~mv2.webp)
[Video] What are MEPs and Should You Consider One?
A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It can be particularly...
![[Participant Guide] 7 Steps to Organize Your Financial Life](https://static.wixstatic.com/media/b14c6c_879780786281469d88e55b846203bf91~mv2.jpg/v1/fill/w_374,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_879780786281469d88e55b846203bf91~mv2.webp)
![[Participant Guide] 7 Steps to Organize Your Financial Life](https://static.wixstatic.com/media/b14c6c_879780786281469d88e55b846203bf91~mv2.jpg/v1/fill/w_328,h_219,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_879780786281469d88e55b846203bf91~mv2.webp)
[Participant Guide] 7 Steps to Organize Your Financial Life
Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve...


Lawsuits Over the Years and What it Means for Plan Sponsors
Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first,...
![[Plan Sponsor Guide] 4 Reasons to Benchmark Your Company’s Retirement Plan This Year](https://static.wixstatic.com/media/b14c6c_e08c163eeb05457881db93529f23440d~mv2.jpg/v1/fill/w_374,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_e08c163eeb05457881db93529f23440d~mv2.webp)
![[Plan Sponsor Guide] 4 Reasons to Benchmark Your Company’s Retirement Plan This Year](https://static.wixstatic.com/media/b14c6c_e08c163eeb05457881db93529f23440d~mv2.jpg/v1/fill/w_328,h_219,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_e08c163eeb05457881db93529f23440d~mv2.webp)
[Plan Sponsor Guide] 4 Reasons to Benchmark Your Company’s Retirement Plan This Year
An old saying goes, “You get what you pay for.” But as a consumer, how do you know if you’re getting the best value for your dollar...


Our 401(k) Investments are on the Watchlist. Now What?
Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed that...


Automatic Features to Help Boost Participation and Savings Rates
The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as...