

Normalize Retirement Savings Habits
Many American workers struggled financially before the COVID-19 pandemic. Therefore, it isn’t surprising that this crisis could greatly...


5 Reasons to Rethink Financial Wellness
Employees are worried about their finances. They worry about them in the evenings, on weekends and during working hours. Plus, with the...


Q2 2021 Newsletter - Financial Wellness Edition
We are excited to welcome Q2 with the theme of Financial Wellness! This quarter, we are going to touch on some important topics that...


Safe Harbor Plan Design
As your company grows, things change! One of those things should be your company’s retirement plan. It should meet the changing needs of...


New Comparability Plans
One of the most common goals for a 401(k) plan is to provide a savings vehicle for the company’s owner(s) and their employees. However,...


Fidelity Bond Requirements
If you sponsor a company retirement plan as a benefit for your employees, you may be required to maintain a type of insurance called a...


Video: 4 Actions to Help Reduce Retirement Plan Litigation
Your company retirement plan should be a valued benefit, not an open door for lawsuits! How can you reduce your fiduciary liability,...
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Annual Tax Savers Credit [Participant Infographic]
Many Americans are not aware that they may be eligible for the Tax Saver’s Credit! Your employees may be able to take a tax credit for...


Three Pillars of Wellnes
As the seasons change, employees may need a check-up from their employers to make sure they are in good health! Wellness and self-care...


2021 COVID Relief Bill
The COVID Relief Bill provides insights on how employers and business owners can receive assistance with: Payroll Protection Program...


The Importance of a Retirement Plan Committee & Annual Reviews
Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them...


Annual Retirement Plan Checklist
As a plan sponsor, you are responsible for keeping your plan in compliance with government regulations. One of the important areas of...


Think Green: Have You Considered 401(k) e-Disclosures?
Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the...


ERISA Update: 5 Big Changes Plan Sponsors Need to Know
If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and plan...


News and Information for Employers Q1 2021
Does fiduciary plan governance look different in 2021? Our quarterly newsletter touches on fiduciary plan governance topics to help you...