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....
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...
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[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...
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[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...