Q2 2022 Newsletter: Current Trends + Projections Edition

June 13, 2022

Over the last few years, employees’ mindsets have changed, shifting to wanting more than just a raise every year. Employees want a total rewards package that includes everything from a retirement plan to financial wellness and more work-life balance flexibility. Read about the changes coming to the total rewards landscape such as guaranteed income, how […]


Total Rewards Programs Key to Recruiting & Retaining Top Talent

May 16, 2022

Total rewards programs are a vital part of workplace culture, employee performance and securing top talent. Learn how program enhancements can help meet the demands of a changing workplace and workforce. Plan sponsors are often faced with a balancing act of what benefits to offer versus what employees actually value the most. To develop the […]


How Could Inflation Impact Corporate Retirement Plans?

April 25, 2022

  Increasing prices may put pressure on employers and delay workers from retiring. Inflation is the increase in the general price of goods and services, which can decrease the purchasing power of American workers. So how does this recent upward trend affect your workplace benefits, employees and retirement plan? Salaries, Flexibility and Savings When inflation […]


Guide to Paying Down Student Loans

April 18, 2022

Help your employees find ways to manage their student debt with: Refinancing options Repayment plans Forgiveness Programs Loan Consolidation These strategies can ease your employee’s financial headaches so they can focus on being productive in the workplace. Download the Infographic >>   Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC 950-A Union Rd. Suite 31 West […]


Pros and Cons of Guaranteed Lifetime Income

April 11, 2022

Annuities and similar products may help address retirement readiness in an aging workforce. People are living longer, which means they may need their retirement savings to last decades. As a result, nearly half (48%) of participants are concerned about outliving their retirement savings.[1] Many Americans don’t know how to transform their savings into retirement income. […]


Video: Building Turnover Resistant Benefits

March 14, 2022

If you’ve noticed that recruiting and retaining is becoming more difficult by the day, you’re not alone. Note that 66% of employees have their foot out the door.[1] Why? Better compensation and corporate benefits Better work-life balance Lack of recognition However, it’s the same reasons they choose to stay. How can employers enhance and combine […]


Cybersecurity: Protect Your Retirement Data

March 7, 2022

With trillions of dollars in America’s retirement savings plans, your employee’s hard-earned savings are not immune to cybercriminals. Hackers are getting smarter every day, and all they need to drain an account is a name, SSN, date of birth, address and social media intel. Take a peek at our easy-to-use checklist of online security tips […]


Diversity, Equity and Inclusion and its Impact on Retirement Plans

February 14, 2022

Today’s workforce spans a variety of abilities, skills, experiences and cultural backgrounds that bring exceptional value. It is beneficial to understand and recognize these differences to achieve exceptional results. This remains true when offering, communicating and promoting your company’s retirement plan.   Raising Awareness Thankfully, your retirement plan is no stranger to reporting. From participation […]


Guide to DOL Audits

February 7, 2022

DOL Audits happen, are you prepared? By taking proactive measures, conducting due diligence and documenting your plan actions, you can help position your 401(k) plan to pass an audit. To help you prepare, here are 8 key steps and a list of fiduciary documents to have on hand. Get our Guide to Understanding DOL Audits […]


2022 Compliance Calendar

February 1, 2022

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! 2022 Compliance Calendar


Do ESGs Fit Into Our Retirement Plan?

January 24, 2022

The value-driven workplace and its implications for retirement plans   Your workplace may be evolving in many facets, from remote options to new generations coming into the workforce. These changes reflect those of the larger social climate and, in turn, employee priorities, values and expectations. Many professional and financial decisions are being influenced by these […]


How to Prepare for a 401(k) Audit

January 18, 2022

If the term ”audit” makes you uncomfortable, anxious or even scared, you are not alone. Last year, the Department of Labor (DOL) closed 1,122 civil investigations with 754 (67%), resulting in fees, repayments or corrective actions.[1] The agency collected over $3.12 billion in direct payments to plans, participants and beneficiaries. This represents a whopping 300% […]


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