Video: Stock Markets Impact on Retirement Savings
The stock market’s movements can cause a bit of anxiety and stress for investors. One of the keys to a successful retirement is to keep...
Unlock Employee Potential with Effective and Appealing Total Rewards Program
You may have heard of a Total Rewards Strategy. It is a recruiting and retention strategy given that it goes beyond the traditional...
SECURE Act 2.0: What 401(k) Managers Need to Know for 2024
SECURE ACT 2.0: Required for 2024 Luckily, the required changes for 2024 are minimal from the SECURE Act. Requirement Summary Long-term,...
Should You Add an Automatic Safe Harbor IRA to Your Plan?
High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may...
Employee Education: Your Money Check-up
Employee education has become increasingly important in today’s job market. Workers are looking to their employers for financial wellness...
How Can Our 401(k) Plan Help Us Attract and Retain Star Employees?
With thoughtful design features, you can structure a 401(k) plan that stands out in a time of talent scarcity and meets your employees’...
Q2 2023 Newsletter: Employee Engagement Edition
More and more employers are becoming aware of the positive impact of financial wellness. A well crafted financial wellness program can...
Video: The Business Case for Financial Wellness
If you are a company leader, you know that happy and healthy employees can often lead to less turnover, strong workplace culture and...
How Much is Employee Stress Costing You?
A financial wellness program can help protect your company from the negative effects of financial stress. Your company's bottom line can...
4 Ways Employers Can Create a Culture of Wellness
To compete for top talent, companies are looking for innovative ways to stand out in a competitive labor market. Employees are looking...
Is Financial Education on Company Time Worth It?
Financial education is becoming increasingly important in today's world, but is it worth the company's time and resources to provide such...
Q2 2023 Employee Newsletter: Retirement Savings and Milestones
No matter where your employees are in their career, there is still time to set goals for finances and retirement! Whether they are...
Financial Stress Has More Impact on Your Company Than You Think
In today’s economy, financial stress is having a profound impact on working Americans. Stressed employees are feeling the pinch; this can...
Q1 2023 Newsletter: Fiduciary Plan Governance Edition
At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and...
Investment Committee Checklist
Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial...