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 […]


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 […]


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 […]


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®, […]


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®, […]


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. […]


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 […]


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 […]


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 […]


Q3 2022 Newsletter: Innovation and Strategic Planning

September 12, 2022

Use these insights and help optimize your 401(k) plan to align with savings and talent management strategies. Identify SECURE Act tax incentives that may help you and your employees Help employers maximize savings and minimize taxes Improve workers’ financial well-being with new innovative approaches Download the Newsletter      Larry Kavanaugh, Jr. AIF®, CPFA, CLU, […]


Video: Advantages of Retirement Plan Auto Features

August 29, 2022

With certain 401(k) automatic features turned on, you can allow your employees to save more while lightening your administrative workload. Advantages: Increases participation in the retirement plan Provides automation of administrative tasks Employer tax credit of $500 per year for the first 3 years See how these features fit into your workplace for streamlined administration […]


Don’t Miss Out: SECURE Act Tax Credits & 401(k) Plan Features

July 11, 2022

The most comprehensive pension reform in 20 years, the SECURE Act, is a step forward to allow people greater access to retirement plans.   The act hopes to expand retirement savings while alleviating administrative headaches. As such, the SECURE Act includes incentives such as: Tax credits to encourage business owners to set up a workplace […]


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