May 16, 2019
Breaking Down Revenue Sharing and Fee Levelization
By: Matt Voecks RPA, AIF® Download PDF As a plan sponsor, you may or may not have heard the term...
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April 22, 2019
Traditional Accounts Continue Sharing the Stage with Roth Accounts
As employers continue looking for ways to help employees retire securely, the Roth account has become a regular plan feature....
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April 4, 2019
The Importance of Financial Wellness
Surprising employer response in 2018 It’s interesting to compare changes year by year, but over time is when real results...
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March 6, 2019
Back to “normal”?
Young/new employees dive into stocks Some benchmarks in the stock market have returned to where they were before the recent...
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February 15, 2019
Plan Sponsors Ask…
Q: We like to keep an eye on trends that could impact retirement for our employees. Is anything new on...
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January 28, 2019
Squeeze Play: Gen Xers Especially Feel the Pinch
Saving for retirement can challenge the best of us. For one group of employees, the challenge seems particularly daunting. Your...
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January 5, 2019
Retirement Expectation Versus Reality: Communication Opportunities at the Crossroads
When expectation and reality differ, the results can be tough to take — especially when the subject is retirement. By...
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December 10, 2018
Plan Sponsors Ask…
Q: What are the risks of losing track of a plan participant? There are a few people who remain “on...
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November 23, 2018
Finding the Right Balance with Company Stock
Including company stock among the investments in your 401(k) plan can be powerful. It gives employees a voice in the...
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November 5, 2018
2017: A Good Year for Participants
Auto Features Contributing to Participation, Average Balance Increases It was a good year for individual account plans, including 401(k)s and...
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October 23, 2018
How Student Loan Debt Impacts Retirement Savings
If your workforce includes recent college graduates, it’s likely that some of them have debt associated with their college years....
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October 4, 2018
Does Half a Percent Really Make a Difference?
By: Tony Black RPA, AIF® View in PDF One half of one percent - it doesn’t seem like a lot,...
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July 16, 2018
Plan Sponsors Ask…Q3 2018
Q: We have several new employees who will be involved with our 401(k) plan. How can we help them stay...
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July 12, 2018
Investment Assistance via Managed Accounts, TDFs
Investment Assistance Via Managed Accounts, TDFs If your 401(k) plan offers participants the opportunity to invest in a managed account...
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July 6, 2018
Employees Prefer a Retirement Paycheck
Employees Prefer a Retirement Paycheck The shift away from traditional pension plans means today’s employees are largely responsible for their...
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July 2, 2018
How Your Plan Compares
A Look Inside the Average 401(k) Plan: How Your Plan Compares As an employer, you face a challenge: attracting and...
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April 18, 2018
Plan Sponsor Guide: Working with 3(38) Investment Managers
3(38) Fiduciary Services The Employee Retirement Income Security Act (ERISA) requires plan sponsors to act prudently when making decisions relating to the...
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April 6, 2018
Taking Advantage of the New Tax Law
The dust hasn’t yet settled, but a few things about the new tax law seem clear. Employees will likely begin...
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April 6, 2018
Plan Sponsors Ask…
Q: There are a few accounts in our 401(k) plan that belong to people we can no longer find. They...
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April 6, 2018
Attract Millenials with Values-Based Investment Options
It isn’t surprising that average contributions are generally lower for younger 401(k) plan participants. Not only is retirement much farther...
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