[Participant Guide] 7 Steps to Organize Your Financial Life
Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve...
Lawsuits Over the Years and What it Means for Plan Sponsors
Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first,...
[Plan Sponsor Guide] 4 Reasons to Benchmark Your Company’s Retirement Plan This Year
An old saying goes, “You get what you pay for.” But as a consumer, how do you know if you’re getting the best value for your dollar...
Our 401(k) Investments are on the Watchlist. Now What?
Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed that...
Automatic Features to Help Boost Participation and Savings Rates
The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as...
Q3 2019: News and Information for Employers
As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for...