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[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_798,h_533,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_e08c163eeb05457881db93529f23440d~mv2.jpg)
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[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...
Q3 2019: News and Information for Employers
As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for...
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[Video] 5 Plan Features for Retirement Readiness
Here are five actions to take to help your employees pursue retirement readiness Successful financial wellness programs help employees...
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[Participant Guide] Your Past, Present, and Future, to Financial Wellness
Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past...
How to Think About Financial Wellness ROI
If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO:...
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[Plan Sponsor Guide] 90-10-90 Rule
Use the 90-10-90 rule to help improve participant outcomes! If you, your plan or your participants suffer from poor participation, low...
Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not.
ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed...
Is it Time to Consider New Plan Design?
You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business. A cash balance...
Plan Sponsor Need to Knows for Q2: Financial Wellness
Financial wellness has many components that can affect and benefit your workplace. This quarter, our newsletter highlights three engaging...
Video: What's In Your Fiduciary File
If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best...
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[Participant Guide] The Power of 1%
Participants needs guidance when it comes to preparing for retirement, and they often look to their employers, HR department, and company...