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From compliance assistance and administration support to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.

How to Prepare for a 401(k) Audit

If the term ”audit” makes you uncomfortable, anxious or even scared, you are not alone. Last year, the Department of Labor (DOL) closed...

Jan 17, 2022

Q1 Newsletter: Fiduciary Plan Governance Edition

The workforce is changing as we know it, and efforts like DEI, sustainable ESG investing and proactive preparation for DOL audits can...

Jan 10, 2022

Get to Know Your Retirement Plan Committee

If you think you’re alone in managing your 401(k) plan, think again! A Retirement Plan Committee is a dedicated group that manages...

Dec 6, 2021

Live your Best Life: Now and In Retirement

Your employees may have questions about one of the first decisions they will need to make – do they want to contribute to a Roth 401(k)...

Nov 29, 2021

2022 Contribution Limits

The new Retirement Plan Contribution Limits are official! The following limits are going up for 2022: · Maximum contributions for...

Nov 8, 2021

Who’s on your Retirement Plan Committee?

Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or...

Nov 8, 2021

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

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data...

Nov 1, 2021

The Tale of Two Economies

More than a year into the COVID-19 pandemic, there are signs of recovery in the U.S. Millions of vaccines have been administered,...

Oct 25, 2021

You Can’t Talk About That at Work: Tackling Financial FAQs

Talking about money is tricky, especially at work. While it may seem too personal for work and easier to avoid the conversation, the...

Oct 18, 2021

Q4 Newsletter - Strategic Thinking Edition

As we begin to say goodbye to 2021, let’s look forward to the new year by addressing employee financial habits after COVID, how a K-shape...

Oct 11, 2021

Video – 20 Questions to Benchmark Your Retirement Plan

When was the last time you reviewed your retirement plan - 5 years ago, 3 years ago? If it has been over a year, it may be time to...

Sep 20, 2021