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% […]


Q1 2022 Newsletter: Fiduciary Plan Governance Edition

January 10, 2022

The workforce is changing as we know it, and efforts like DEI, sustainable ESG investing and proactive preparation for DOL audits can help employers like you keep up with this transformative period. As you look for new ways to refresh your retirement plan in the new year, consider the trending opportunities outlined in the Q1 […]


Video – Get to Know Your Retirement Plan Committee

December 6, 2021

If you think you’re alone in managing your 401(k) plan, think again! A Retirement Plan Committee is a dedicated group that manages investment options, oversees retirement plan administration and provides fiduciary oversight and accountability. In this two-minute video, learn who should be on your committee, how to formalize your team, how to oversee your plan […]


Live your Best Life: Now and In Retirement

November 29, 2021

Americans are living longer than ever before. Life expectancy is now at 79 years old, and many employees will need to save enough to live 17+ years in retirement. How financially prepared are your employees to enter into this next stage of life? Saving more today can make a huge difference. Share this questionnaire with your […]


Who’s on Your Retirement Plan Committee?

November 8, 2021

Northeast Benefit Services_Larry Kavanaugh_Retirement Plan Committee

  Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or inactions) can have a huge impact on how successful employees are at preparing for retirement. For some plan sponsors, overseeing an organization’s retirement plan can be an overwhelming and taxing exercise. Many companies recognize […]


2022 Contribution Limits

November 5, 2021

The following limits are going up for 2022: Maximum contributions for 401(k), 403(b) and 457 increases to $20,500 The annual additions limit for defined contribution plans increases to $61,000 The annual compensation limit increases to $305,000 The Social Security Wage Base increases to $147,000 Review the full list of contribution limit changes below and share […]


Year End Wrap-Up: Evaluating the Effectiveness of Your Company’s Retirement Plan

November 1, 2021

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which can be extremely helpful in today’s labor market. Benchmarking is a way to determine your retirement plan’s effectiveness. As relevant data is gathered, you can […]


The Tale of Two Economies: Promoting Workplace Benefits in a K-Shaped Economy

October 25, 2021

More than a year into the COVID-19 pandemic, there are signs of recovery in the U.S. Millions of vaccines have been administered, businesses and offices are reopening and life is starting to look more like it did pre-pandemic. All this is cause for optimism. Simultaneously, however, there’s abundant evidence that the pandemic has taken a […]


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