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...

As an employer, would you like to maintain your company’s profit sharing contribution and, at the same time, encourage your employees to...

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...

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise....

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of...

Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances[1], that’s 156 hours...

Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory...

As a 401(k) plan sponsor, you have a fiduciary duty to your participants. At PWMG, we strive to keep you informed and knowledgeable with...

If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe...

As an employer that sponsors a 401(k) plan, encouraging your participants to make small changes in their spending habits can help them...

401K REFUNDS: NOT AS GOOD AS THEY SOUND With tax season fresh on our minds, many hear the word refund and begin running down their...

Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If...

Should we have a retirement plan committee? If you are an employer or employee who has decision-making authority over your company’s...

Benchmarking Your 401(k) Funds Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak...

Keeping you informed is a high priority! We pride ourselves on delivering relevant information and keeping you up to date with changes...