How to Prepare for a 401(k) Audit
If the term ”audit” makes you uncomfortable, anxious or even scared, you are not alone. Last year, the Department of Labor (DOL) closed...
Q1 2022 Newsletter: Fiduciary Plan Governance Edition
The workforce is changing as we know it, and efforts like DEI, sustainable ESG investing and proactive preparation for DOL audits can...
Video - Get to Know Your Retirement Plan Committee
If you think you’re alone in managing your 401(k) plan, think again! A Retirement Plan Committee is a dedicated group that manages...
Live your Best Life: Now and In Retirement
Americans are living longer than ever before. Life expectancy is now at 79 years old, and many employees will need to save enough to live...
2022 Contribution Limits
The new Retirement Plan Contribution Limits are official! The following limits are going up for 2022: · Maximum contributions for...
Who’s on Your Retirement Plan Committee?
Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or...