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...

As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again!...

Annual Retirement Plan Review Made Easy! Your annual retirement plan review has many different layers to it and presents the opportunity...

Resolution season is upon us. January through March are the peak motivation months. That special time of the year when people are eager...

Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what...