Plan Sponsor Newsletter: Employee Engagement Edition
As we continue to navigate an evolving workforce landscape, it's becoming increasingly evident that employees at different career stages...
Understanding the DOL Fiduciary Rule Update: A Guide for Retirement Plan Sponsors
On April 23, 2024, the Department of Labor (DOL) announced significant updates to the fiduciary rule. With its initial introduction...
Boosting Retirement Confidence for Near-Retirees
Employees late in their careers need information that helps smooth the transition into retirement We are entering the “Great Retirement”...
Employee Newsletter: Financial Health Edition
As a plan sponsor, employees want you to support their financial well-being. Achieving financial health takes time and commitment, here...
401(k) Plan Design for an Age Diverse Workforce
Discover insights into 401(k) plan design for a multigenerational workforce. Find out ways to boost retirement readiness and deal with...
Overcoming Mid-Career Retirement Savings Hurdles
Practical tips for Gen X and Millennial workers to save for retirement Life in the middle can be a pickle—just ask any mid-career...
Helping Early-Career Employees Navigate the Saving Maze
Ways to boost financial confidence and loyalty for Gen Z employees Have you ever found yourself pondering the classic "If only I could...
Plan Sponsor Newsletter: Fiduciary Plan Governance Q1 2024
As a responsible plan sponsor, it is crucial to ensure that you are fulfilling your fiduciary duty and maintaining proper plan...
Plan Sponsor Guide: Cybersecurity Checklist
It is more important than ever to prioritize the security of your company's 401(k) plan. The Department of Labor (DOL) has recognized...
Is It Time to Benchmark Your Company's Retirement Plan?
While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key. Just as we...
Employee Education: Mastering the Art of Savings Buckets
If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start....
Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing
Profit sharing is not just a tool to reduce your company's tax liability; it is also a powerful means of expressing gratitude towards...
5 Helpful Ways to Organize Your 401(k) Fiduciary Files
Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan...
2024 Compliance Calendar
Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or the information...
Annual Retirement Plan Questionnaire
Use this handy checklist to assess your 401(k) plan’s health. An annual retirement plan review can help you stay on track with your plan