Video – 20 Questions to Benchmark Your Retirement Plan
When was the last time you reviewed your retirement plan - 5 years ago, 3 years ago? If it has been over a year, it may be time to...
Participant Infographic – Do You Want to Be Taxed Now or Later?
Your employees may have questions about one of the first decisions they will need to make – do they want to contribute to a Roth 401(k)...
2022 Deadline Nears: Now is the Perfect Time to Review Your Retirement Plan Design
For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties....
Questionnaire: Do You Know the Different Types of Workplace Retirement Plans?
Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its own set of features...
SEPs, MEPs and PEPs – Discover the Differences and Ideas for Your Workplace Retirement Plan
Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes...
CARES Act Aftermath: What Plan Sponsors Need to Do
Pandemic Relief May Bring Administrative Pain to Plan Administrators The CARES Act gave plan participants quick access to funds during...