Investment Committee Checklist
February 20, 2023
Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial wellbeing. There’s plenty to cover in a committee meeting so help formalize your plan’s foundation with this helpful checklist for an efficient and effective meeting. Download the Checklist This information was developed as a general […]
larry
2023 Compliance Calendar
January 23, 2023
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 review today! DOWNLOAD THE CALENDAR
larry
Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees
January 23, 2023
Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do you evaluate, benchmark and assess your plan and what other expertise or protection should you consider? An investment committee has a lot of responsibilities, including selecting and monitoring the investment options for the retirement […]
larry
Q1 2023 Employee Newsletter: Budget Edition
January 16, 2023
The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting tips. This employee newsletter focuses on budgeting tips, the 50/30/20 rule and sharing the new contribution limits for 2023. Share this newsletter with your employees to kick start their new year […]
larry
Defining Workplace Goals is a Vital First Step to an Effective Retirement Plan
January 9, 2023
Retirement plans can be as unique as your company and its employees. Yet many committees do not take the time to set specific goals for their plans. Without defined goals, it can be difficult to create an effective retirement plan that meets expectations. Here’s helpful guidance about defining your plan goals and offering this benefit […]
larry
SECURE Act 2.0 – What Employers Need to Know
January 5, 2023
After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan legislations. The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. DOWNLOAD THE GUIDE With over 92 different retirement plan provisions, we […]
larry
Q4 2022 Newsletter: Adapting to Change Edition
December 5, 2022
As 2022 ends, it is time to shift your focus to optimizing your workplace and workforce. The future looks toward powerful partnerships between employers and service providers, successful financial wellness programs and smooth 401(k) plan transitions. Get excited for the Q4 2022 Newsletter: Adapting to Change Edition. Download the Newsletter Larry Kavanaugh, Jr. AIF®, […]
larry
7 Employer Considerations for a Rewarding Workplace Retirement Plan
November 14, 2022
Do you want to get the most out of your retirement plan? A plan should benefit both the employer and employees. It’s important to review your plan regularly to learn if more efficient plan design options available. Here are 7 considerations for a rewarding workplace retirement plan. Download the Guide Larry Kavanaugh, Jr. AIF®, […]
larry
Build a 401(k) Dream Team with the Power of Partnership
November 9, 2022
Leverage service providers to help your 401(k) plan run more smoothly. As a retirement plan sponsor, you are a valuable member of a team that includes your recordkeeper, third party administrator (TPA), financial wellness provider and retirement plan advisor. Each member must uphold their roles and responsibilities to maintain a stable and well-standing retirement plan. […]
larry
4 Simple Steps to Help Understand the Transition to a New 401(k) Recordkeeper
October 24, 2022
Learn what to expect when changing recordkeepers to avoid unpleasant surprises. Change can be exciting but is sometimes stressful. However, transitioning to a new 401(k) recordkeeper shouldn’t be a taxing experience. In this article, we’re going to talk step-by-step through the events that may take place and provide inside knowledge about what to expect, so […]
larry
8 Credit Building Tips for the Modern American
October 17, 2022
Credit is your financial reputation. It shows financial organizations how reliable you are when re-paying money or following through with terms of a contract. The quality of your credit can impact: Housing affordability Loan qualification Interest rates Credit card qualification Credit card limits Attaining good credit score shouldn’t intimidate anyone. Here are some helpful tips […]
larry
5 Financial Wellness Tips Your Employees Will Thank You For
October 10, 2022
A financial wellness program can be an extremely valuable benefit, learn how it can help employees reduce stress while improving workplace productivity Financial wellness programs are becoming an important benefit for companies of all sizes. In 2021, almost half (46%) of all employers offered financial wellness programs, up from 40% in 2020. Additionally, interest […]
larry
