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...
Share Class ABCs: Choose Wisely
Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies...
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[Plan Sponsor Guide] Fiduciary Audit File Checklist
As a retirement plan sponsor, a fiduciary audit file checklist will help you to compile documents to keep your fiduciary audit file...
Four Tips to Boost Your Employees’ Retirement Outlook
As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time...
2019 Compliance Calendar
To help you stay ahead of the curve with important deadlines and filings, please find attached our complementary 2019 Compliance Calendar....
Risky Business: Why Plan Governance Matters
Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans....