Discover How We Helped One Client Reduce Their Retirement Plan Fees by 30%
Discover How We Helped One Client Reduce Their Retirement Plan Fees by 30% When offering your plan directly with a qualified plan provider, many employers are not aware of what […]
5 Steps to Create a Financial Wellness Program
5 Steps to Create a Financial Wellness Program Many employers offer health wellness programs for their organization. However, financial wellness is equally as important. Studies show that 47% of employees […]
Environmental, Social and Governmental (ESG) Fund Best Practices for Plan Sponsors
Environmental, Social and Governmental (ESG) Fund Best Practices for Plan Sponsors Socially responsible investing has grown in popularity as investors become more aware of how organizations operate from an environmental, […]
2021 Plan Sponsor Considerations
The events of 2020 created many new considerations for plan sponsors as individuals were faced with uncertainty and sought safety both financially and personally. The CARES Act was passed to […]
IRS Announces 2021 Plan Limitations
IRS Announces 2021 Plan Limitations The IRS has recently announced the qualified plan limitations for 2021, which are determined based on annual increases in the cost of living index. Because […]
How Working With a Qualified Plan Advisor Can Improve Your Audit Experience
How Working With a Qualified Plan Advisor Can Improve Your Audit Experience Hiring a quality qualified plan advisor provides many advantages to employers that sponsor a retirement plan. Specifically, one […]
Dust Off That Old Policy: Why Now is a Good Time to Review Your Life Insurance Policies
Dust Off That Old Policy: Why Now is a Good Time to Review Your Life Insurance Policies As a result of the COVID-19 National Emergency, insurance companies have modified their […]
Participant Risk Assessment
Participant Risk Assessment As we work our way through a market recovery and closer to what could be a greater period of uncertainty around the upcoming election, now may be […]
What Steps Can Plan Sponsors and Retirement Plan Committee Members Take to Protect Themselves?
What Steps Can Plan Sponsors and Retirement Plan Committee Members Take to Protect Themselves? When managing a qualified retirement plan, there are certain duties the plan sponsor and committee members […]
Put Your Advisor to the Test
Put Your Advisor to the Test Ask these critical questions to test the knowledge of future plan advisors. A knowledgeable plan advisor is an important component in the successful operation […]
