Proactive Financial Leadership: Q2 2026 Plan Sponsor Newsletter

Anticipating the needs of your workforce will only happen if you truly work to understand your employees’ long-term goals.

Now is a valuable moment to explore creative ways to save company dollars, reduce employee burnout, and benchmark your retirement plan.

3 Creative Ways to Unlock Company Savings

Explore high-impact, low-disruption strategies to reduce costs without compromising your employees’ experience or benefits package.

How Every Basis Point Impacts Participant Outcomes

401(k) benchmarking helps plan sponsors manage plan fees, meet fiduciary responsibilities, and improve retirement outcomes.

Employee Burnout Solutions That Work

Bare-Minimum Mondays and Take-It-Easy Tuesdays might sound funny, but for employers, the financial consequences of disengagement are real.

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PWMG 401(k) Advisors

WORCESTER

324 Grove Street Second Floor

Worcester, MA 01605​

PHONE: (855) 508-401k

FAX: (508) 519-8426

WEB: www.pwmg401k.com

EMAIL: info@pwmg401k.com

Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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