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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.

Fidelity Bond Requirements

If you sponsor a company retirement plan as a benefit for your employees, you may be required to maintain a type of insurance called a...

Mar 25, 2021

Video: 4 Actions to Help Reduce Retirement Plan Litigation

Your company retirement plan should be a valued benefit, not an open door for lawsuits! How can you reduce your fiduciary liability,...

Mar 22, 2021

Annual Tax Savers Credit [Participant Infographic]

Many Americans are not aware that they may be eligible for the Tax Saver’s Credit! Your employees may be able to take a tax credit for...

Mar 18, 2021

Three Pillars of Wellness

As the seasons change, employees may need a check-up from their employers to make sure they are in good health! Wellness and self-care...

Mar 15, 2021

2021 COVID Relief Bill

The COVID Relief Bill provides insights on how employers and business owners can receive assistance with: Payroll Protection Program...

Mar 8, 2021

Annual Retirement Plan Checklist

As a plan sponsor, you are responsible for keeping your plan in compliance with government regulations. One of the important areas of...

Feb 22, 2021

Think Green: Have You Considered 401(k) e-Disclosures?

Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the...

Feb 8, 2021

The Importance of a Retirement Plan Committee & Annual Reviews

Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them...

Feb 3, 2021

ERISA Update: 5 Big Changes Plan Sponsors Need to Know

If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and plan...

Feb 1, 2021

News and Information for Employers Q1 2021

Does fiduciary plan governance look different in 2021? Our quarterly newsletter touches on fiduciary plan governance topics to help you...

Jan 18, 2021

2021 Compliance Calendar

Everyone loves the compliance deadlines that should be met every year. To help you stay ahead of the curve with important deadlines and...

Jan 4, 2021