February 7, 2020 Retirement Plan Improvement By Having Employees Join Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of … Read More
February 6, 2020 Why CFOs Should Consider A Plan Administrator Many companies are outsourcing more and more activities, like plan administration, because outsourcing can provide cost savings and increase productivity. … Read More
February 6, 2020 Financial Wellness and Productivity: How are your Employees Affected? Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of … Read More
January 28, 2020 Employee Benefit Plans: Do You Need A Form 5500 Audit? Some benefit plans are required to include an opinion from an independent qualified public accountant (IQPA) when filing Form 5500 each … Read More
December 20, 2019 Top Ten Fiduciary Responsibilities A plan fiduciary plays an important role in the organization’s financial health. Not only do they oversee the fiduciary process, … Read More
December 20, 2019 The More You Know: Automatic Enrollment Notices Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on … Read More
November 4, 2019 Beat Healthcare Costs with a Financial Wellness Program If your business doesn’t invest in financial wellness for your team, you may find it difficult to attract and retain … Read More
November 4, 2019 The Top Three Reasons to Outsource Fiduciary Services Outsourcing allows companies to focus more on their core businesses, rather than spending time on areas outside their expertise. Read More
November 1, 2019 Keeping in Compliance: IRS Tips for Plan Sponsors The IRS offers useful tips for plan sponsors, helping you to stay compliant, informed and prepared to provide the best … Read More
October 15, 2019 Four Ways to Increase Employee Retirement Contribution Participation As a retirement plan sponsor how can you encourage your employees to save and save more? Here are four simple … Read More
October 10, 2019 The Impact of Auto-Enrollment Into Retirement Plans Americans are saving more for retirement, according to a survey released by the Plan Sponsor Council of America Read More
October 9, 2019 3(38) or 3(21): Which Fiduciary Service is Right for You? With the help of outside professionals, you can lower your fiduciary risk by doing right by your employees while addressing … Read More
