Category: 401(k) Retirement Plan

Retirement planning is a topic of much discussion right now—as it should be. Looking ahead and providing for the years to come should be part of everyone’s financial strategy regardless of the path they choose to do so. In part, this stems from the ever-changing regulations and options around retirement…

The CARES Act was signed into law on March 27, 2020, and contains several provisions specific to retirement plans. Below is a list of Frequently Asked Questions (FAQs) we are hoping will address your immediate concerns. For further clarification and the next steps, please reach out to your dedicated Plan…

You want your employees fully engaged with the mission of your company. For your employees to do their best work, they need to be focused. One way you can help your employees is by taking away one of the most one of their most significant worries—planning for their retirement. You…

Understanding a core group of financial concepts can make the difference between retiring comfortably and never being able to retire. Most high schools and colleges don’t teach financial literacy, and as a result, many of us have to learn the hard way to manage our money. The good news is…

Could the retirement plan you offer your employees help improve employee engagement? Employee engagement is one of the hardest puzzles for most businesses to solve. But, increasing engagement is essential if you want to grow. Your level of employee engagement is directly tied to your office culture. If you want…

Are you getting the most out of your team? Did you know that you can use your company’s 401(k) retirement plan to help motivate your employees? While 401(k) plans are tightly regulated, employers still have significant amounts of flexibility in several critical areas, including plan eligibility and profit-sharing. With some…

What do employers need to know about retirement plan fees? Employees are becoming more sophisticated when it comes to their retirement benefits. The fees your plan charges your employees may hurt your ability to attract top talent in the future and can even increase employee turnover. Retirement Plans as a…

Everyone claims they want more money, but few of us are doing the things we need to do to make more money. If you are like most Americans, you are losing out on free money in your company 401(k).More than two-thirds of employees are failing to max-out their 401(k) contributions….