Blog
Why You Should Totally Hire a 401k Plan Advisor: Advice for Plan Sponsors
In this article, we explain why you should hire a 401k plan advisor and how they can help you navigate the complexities of running a 401k plan.
Read MoreEnhancing 401(k) Benefits: The Power of Financial Wellness Programs
Looking for ways to enhance your employees' retirement savings and improve their financial well-being? In this blog post, we'll explore the power of financial wellness programs and how they can benefit your 401(k) plan.
Read MoreEmpowering Plan Sponsors to Support Retirement Readiness of 401(k) Plan Participants
Plan sponsors, you play a crucial role in helping your employees achieve retirement readiness. By implementing effective strategies and providing valuable guidance, you can empower your plan participants to be retirement ready!
Read MoreMaximizing 401(k) Plans for Gen Y and Gen Z: Navigating Changing Demographics in Retirement Savings
As demographics evolve, business owners should adapt their retirement savings strategies to work with the unique needs of Gen Y and Gen Z. Tailoring 401(k) plans can help engage and support them in building a solid financial future.
Read MoreThe Power of 401(k) Plans: Why a Business Should Consider Sponsoring One
While offering competitive salaries and enticing benefits packages is crucial, there is one particular benefit that has become a game-changer for both employees and employers alike: the 401(k) plan.
Read MoreShow All
To Bundle or Not to Bundle
When it comes to managing a 401k retirement plan, one of the key decisions employers must make is whether to opt for a bundled or unbundled plan. This decision can have implications for the business and plan.
Read MoreMaximize Your Retirement: The Benefits of a Cash Balance Plan
With the limitations of traditional retirement plans such as 401(k)s and IRAs, high-income professionals and business owners may find it harder to reach their retirement goals. Fortunately, there is an alternative.
Read MoreCreating a Succession Plan for Your Company
If you own a business, you may have already considered who will take over the company once you retire. As you know, this may include tasks like identifying and training potential replacements for key roles in the organization, as well...
Read MoreDon't Let High 401(k) Fees Impact Your Retirement
A recent study by the National Bureau of Economic Research found that high fees in 401(k) plans can significantly reduce retirement wealth and income. The results are alarming and show the need for plan sponsors to keep costs low.
Read MoreTop Expense Management Tips During a Crisis
Proper financial management becomes increasingly essential during times of economic disruption and crisis. With talks of recession on the horizon, it's helpful to know and understand your options.
Read MoreSVB & The Lessons of Risk Management
There is an adage that we are all familiar with, “Don’t put all of your eggs in one basket”. Silicon Valley Bank and its seminal fall to the second largest bank failure carries with it the lesson of risk and diversification.
Read MoreATTENTION PLAN SPONSORS: BENCHMARK YOUR PLAN!
ATTENTION PLAN SPONSORS: This is a reminder that you have a fiduciary obligation to your participants to be benchmarking your plan.
Read MoreThe Biggest Bowl Game of the Year
As the biggest sporting event of the year approaches (or the first big one for 2023), football fans all over the nation (including myself) are gearing up for the Big Game on Sunday, February 12, at 6:30 PM ET.For many, Sunday means a...
Read MoreThinking about making changes to your 401(k)?
Have you thought about making changes to your 401(k) program? As a plan sponsor, you may be thinking about the following issues.
Read MoreCreating Clarity: Are You Completing a Proper Benchmark?
Plan Benchmarking. Are you keeping up with this important fiduciary task?
Read MoreIs your existing 401(k) plan working for you?
For your business to succeed, you want the best people on your team. Does your retirement savings plan do the job? Read more for a quick checklist to help answer this question.
Read MoreSECURE Act 2.0: An Overview
SECURE 2.0 ushers in new changes to retirement plans for businesses and individuals. To help you see what changes may affect you, I broke the major provisions of the new law into four sections in this quick summary.
Read More