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...
Read More
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....
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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....
Read More
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,...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More