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...

If your company offers a retirement plan, I’m sure you know that there are annual contribution limits. Also, they could change each year....

Being apart of your company’s retirement plan committee is a big responsibility with some important rules and regulations. We want to...

Simple Question: How much do you save every month for retirement? If you have a company 401(k) plan, your plan participants defer a...