What’s Going On in Washington?
What’s Going On in Washington? Exploring current ERISA and DOL areas of interest In a significant move by the Department of Labor (DOL), new regulations are being rolled out that may impact your ERISA compliance and retirement plan administration. Learn how these changes could influence your retirement plan, discover Washington’s initiatives, and prepare your company […]
Exploring In-Plan Retirement Income Solutions
Exploring In-Plan Retirement Income Solutions To help prevent potential retirement delays, consider retirement income solutions to boost participants’ confidence in their future financial security. Both employers and employees have a growing interest in in-plan retirement income solutions. With 66% of participants concerned about creating an income stream in retirement, this shows a signification interest in retirement planning tools that can […]
Boosting Retirement Confidence for Near-Retirees
Boosting Retirement Confidence for Near-Retirees Employees late in their careers need information that helps smooth the transition into retirement We are entering the “Great Retirement” era, where tens of thousands are hitting retirement age daily. By 2030, the entire baby boomer generation will be 65 or older. These hard-working and resilient employees were the first […]
What Does It Take to Be Financially Healthy?
What Does It Take to Be Financially Healthy? As a plan sponsor, employees want you to support their financial well-being. Achieving financial health takes time and commitment, here are three tips to help your employees stay focused: Make savings a routine they can stick to Set realistic goals Get help from a financial professional Just […]
401(k) Plan Design for an Age Diverse Workforce
401(k) Plan Design for an Age Diverse Workforce Discover insights into 401(k) plan design for a multigenerational workforce. Find out ways to boost retirement readiness and deal with issues unique to each generation. Understand the best methods of retirement saving from Baby Boomers to Gen Z. If you’d like to speak to us about your […]
Overcoming Mid-Career Retirement Savings Hurdles
Overcoming Mid-Career Retirement Savings Hurdles Practical tips for Gen X and Millennial workers to save for retirement Life in the middle can be a pickle—just ask any mid-career employee. They’re often caught between a rock and a hard place, or, more accurately, a kid’s college fund and an aging parent’s medical bills. Add to that […]
Helping Early-Career Employees Navigate the Saving Maze
Helping Early-Career Employees Navigate the Saving Maze Ways to boost financial confidence and loyalty for Gen Z employees Have you ever found yourself pondering the classic “If only I could rewind the clock and share some pearls of wisdom with my younger self” scenario? As an employer, you have the chance to share this knowledge […]
An Employer’s Guide to 401k Plans: A Four-Part Series (Part IV)
An Employer’s Guide to 401k Plans: A Four-Part Series (Part IV) Empowering Employees: The Far-Reaching Impact of 401(k) Plans Fostering Employee Wellness and Engagement with Effective 401(k) Management Welcome to the final chapter of our insightful “Employer’s Guide to 401k Plans” series, featuring Larry Heller, CFP®, CDFA®. As we conclude this series, we shift our […]
Fiduciary Plan Governance Q1 2024
News and Information for Employers Fiduciary Plan Governance Q1 2024 As a responsible plan sponsor, it is crucial to ensure that you are fulfilling your fiduciary duty and maintaining proper plan governance. In this newsletter, we will discuss organizing fiduciary files and benchmarking your retirement plan to help you enhance your fiduciary plan governance. Plus, […]
An Employer’s Guide to 401k Plans: A Four-Part Series (Part III)
An Employer’s Guide to 401k Plans: A Four-Part Series (Part III) Investing Wisely: Navigating 401(k) Investment Strategies Maximizing Your 401(k): Understanding Investment Options and Best Practices Welcome to Part III of our comprehensive “Employer’s Guide to 401k Plans” series. In this installment, we dive into the crucial aspects of 401(k) investment strategies, as guided by […]