wealth worth reading.

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.

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

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

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,

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

Former participants’ small balance accounts could put you and your plan at risk. Here’s how to manage them. When an employee leaves your company, they

It is more important than ever to prioritize the security of your company’s 401(k) plan. The Department of Labor (DOL) has recognized this urgency and

While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key. Just as we routinely replace

If you want to help your employees in their financial journey, giving them resources on saving best practices is a good place to start. Savings

Fiduciary Excellence in 401(k) Plans   Understanding Fiduciary Responsibility in 401k Management Welcome back to Part II of our insightful “Employer’s Guide to 401k Plans”

Profit sharing is not just a tool to reduce your company’s tax liability; it is also a powerful means of expressing gratitude towards your employees.

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan sponsor, one of your

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to

An Employer’s Guide to 401k Plans: A Four-Part Series (Part I) In this comprehensive guide, we will cover everything you need to know about these

Competitive benchmarking is a way to measure and compare fees associated with running your retirement plan. Explore the most frequently asked questions about plan costs

Required for 2024 Luckily, the required changes for 2024 are minimal. Requirement Summary Long-term, part-time employees become eligible to participate in the 401(k) plan.  

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peek under the hood” of their 401(k). The process

As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks

Financial education is becoming increasingly important in today’s world, but is it worth the company’s time and resources to provide such a service? Helping employees

High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help

For business owners, striking a balance between operating costs and profit is the cornerstone of success. Operating costs include everyday expenses like salaries, rent and

Is it Time to Consider a Cash Balance Plan? You may have heard about a “cash balance plan” and wondered whether it would be something

Managing a 401(k) plan can leave even the most seasoned administrators feeling overwhelmed. With proper support, you can simplify the complex task of retirement plan