

Q1 2019 Retirement Newsletter
Happy New Year! Ringing in the new year comes with changes to the 401(k) world, and as a plan sponsor, we want to keep you informed and...


Video: Cybersecurity
How protected is your company 401(k) plan? Cyber crime is on the rise worldwide! What can you do to protect your plan assets and...
![[Participant Guide] The Impact of Taking a 401(k) Loan](https://static.wixstatic.com/media/b14c6c_d9bae4457cb94204aad0fe94df008319~mv2_d_2500_1667_s_2.jpg/v1/fill/w_374,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_d9bae4457cb94204aad0fe94df008319~mv2_d_2500_1667_s_2.webp)
![[Participant Guide] The Impact of Taking a 401(k) Loan](https://static.wixstatic.com/media/b14c6c_d9bae4457cb94204aad0fe94df008319~mv2_d_2500_1667_s_2.jpg/v1/fill/w_328,h_219,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_d9bae4457cb94204aad0fe94df008319~mv2_d_2500_1667_s_2.webp)
[Participant Guide] The Impact of Taking a 401(k) Loan
Are your participants considering 401(k) loans? It’s very common that 401(k) plan participants suffer financial hardship; thus, 401(k)...


2019 Contribution Limits
New year, new contribution limits! The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and...


Hacked! Is Your Retirement Plan at Risk for a Cyber Attack?
Cyber-crime is on the rise worldwide. As a result, growing numbers of organizations are taking critical steps to protect their valuable...
![[Plan Sponsor Guide] How Protected is Your 401(k) Plan?](https://static.wixstatic.com/media/b14c6c_fab00adaa0e44f71abbd7c869da5fdb2~mv2_d_2500_1667_s_2.jpg/v1/fill/w_375,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_fab00adaa0e44f71abbd7c869da5fdb2~mv2_d_2500_1667_s_2.webp)
![[Plan Sponsor Guide] How Protected is Your 401(k) Plan?](https://static.wixstatic.com/media/b14c6c_fab00adaa0e44f71abbd7c869da5fdb2~mv2_d_2500_1667_s_2.jpg/v1/fill/w_327,h_218,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_fab00adaa0e44f71abbd7c869da5fdb2~mv2_d_2500_1667_s_2.webp)
[Plan Sponsor Guide] How Protected is Your 401(k) Plan?
Did you know cybercrime is a possible threat for your company 401(k) plan? Technology is evolving fast, but cyber criminals are evolving...


Understanding 401(k) Loans
The recent enactment of the Tax Cuts and Jobs Act of 2017 (TCJA) makes changes to 401(k) loan repayment options, which should prompt plan...


The DOL Fiduciary Rule is Dead, but You're Still a Fiduciary
The DOL Rule is Dead On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor’s (DOL)...


Q4 2018 Retirement Newsletter
Dead DOL rule, plan loans and cybersecurity, oh-my! This last year has had its share of twists and turns, and we have been here each step...


Video: Stretching the Match
As an employer, would you like to maintain your company’s profit sharing contribution and, at the same time, encourage your employees to...
![[Infographic] Making the Most of Your Company Match](https://static.wixstatic.com/media/b14c6c_e82a8355aae040b582f10c7b5cff9850~mv2.jpg/v1/fill/w_374,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_e82a8355aae040b582f10c7b5cff9850~mv2.webp)
![[Infographic] Making the Most of Your Company Match](https://static.wixstatic.com/media/b14c6c_e82a8355aae040b582f10c7b5cff9850~mv2.jpg/v1/fill/w_328,h_219,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_e82a8355aae040b582f10c7b5cff9850~mv2.webp)
[Infographic] Making the Most of Your Company Match
More than 1 in 5 employees do not contribute enough to their 401(k) to receive your full employer match.[1] Your employees might not...


Health Savings Accounts: Features Your Employees May Thank You For
For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise....


The Financial Marathon
A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of...
![[Infographic] The Cost of Financial Stress](https://static.wixstatic.com/media/b14c6c_9690f144561643b89c275b1e89e72049~mv2.jpg/v1/fill/w_375,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/b14c6c_9690f144561643b89c275b1e89e72049~mv2.webp)
![[Infographic] The Cost of Financial Stress](https://static.wixstatic.com/media/b14c6c_9690f144561643b89c275b1e89e72049~mv2.jpg/v1/fill/w_327,h_218,fp_0.50_0.50,q_90,enc_avif,quality_auto/b14c6c_9690f144561643b89c275b1e89e72049~mv2.webp)
[Infographic] The Cost of Financial Stress
Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances[1], that’s 156 hours...


A Guide for Employers Dealing with Missing Participants
Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory...