Cyber-crime is on the rise worldwide. As a result, growing numbers of organizations are taking critical steps to protect their valuable...

Did you know cybercrime is a possible threat for your company 401(k) plan? Technology is evolving fast, but cyber criminals are evolving...

The recent enactment of the Tax Cuts and Jobs Act of 2017 (TCJA) makes changes to 401(k) loan repayment options, which should prompt plan...

The DOL Rule is Dead On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor’s (DOL)...

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...