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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....
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...