How Much is Employee Stress Costing You?

May 22, 2023

A financial wellness program can help protect your company from the negative effects of financial stress. Your company’s bottom line can be impacted by the high cost of turnovers, as well as silent quitting behaviors such by minimal effort and enthusiasm. But with a proactive approach to managing finances through the implementation of a financial […]


Q2 2023 Employee Newsletter: Retirement Savings and Milestones

April 17, 2023

No matter where your employees are in their career, there is still time to set goals for finances and retirement! Whether they are early-career, mid-career or late-career, a few key tips can avoid common pitfalls and align goals with savings benchmarks. Share the new Q2 Employee Newsletter: Goal Setting Edition with your employees. Download the […]


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 […]


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


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 […]


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 […]


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