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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.

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

Participant Infographic – Do You Want to Be Taxed Now or Later?

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)...

Sep 6, 2021

2022 Deadline Nears: Now is the Perfect Time to Review Your Retirement Plan Design

For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties....

Aug 23, 2021

Questionnaire: Do You Know the Different Types of Workplace Retirement Plans?

Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its own set of features...

Aug 16, 2021

SEPs, MEPs and PEPs – Discover the Differences and Ideas for Your Workplace Retirement Plan

Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes...

Aug 2, 2021