Year-End Wrap-Up: Evaluating the Effectiveness of Your Company's Retirement Plan
With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data...
The Tale of Two Economies: Promoting Workplace Benefits in a K-Shaped Economy
More than a year into the COVID-19 pandemic, there are signs of recovery in the U.S. Millions of vaccines have been administered,...
You Can’t Talk About That at Work: Tackling Financial FAQs
Talking about money is tricky, especially at work. While it may seem too personal for work and easier to avoid the conversation, the...
Q4 2021 Newsletter – Strategic Thinking Edition
It’s hard to believe that this year is nearing the end, but with a new one approaching comes plan sponsor responsibility and proactively...
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...
Q3 2021 Newsletter – Measurement and Strategic Planning Edition
As the first half of the year phases out, it’s time to focus on measuring and begin strategic planning for your retirement plan. There’s...
Video: 12 Types of Financial Education Employees Need
Each of your employees is unique with their own individual lifestyle path. That said, your employees need guidance to make smarter...
3 Ways to Confront Your Financial Fears
30% of Americans don’t have a budget. In fact, 3 in 5 don’t know how much they spend last month, and the median household retirement...
Stop Retirement Savings Setbacks
The global pandemic has had a staggering effect on the economic lives of millions, driving them to actions that could have long-lasting...
A CFO's Guide to Financial Wellness
When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about...