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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.

Getting Your Ducks in a Row: Documents Adults Need

While we firmly believe life is meant to be lived, we also know that it’s important to have peace of mind in the event of an emergency. ...

Mar 2, 2020

Managing Risk: Do's and Don'ts for Your Company's Retirement Plan Committee

Scan the business news and you will likely find an article detailing the latest 401(k) litigation against a company accused of a...

Feb 17, 2020

Keeping Your Plan Data Safe: 11 Cybersecurity Questions to Ask Your 401(k) Service Provider

Your plan data and private information are valuable, but unfortunately, cybersecurity is a critical but often overlooked aspect of a plan...

Feb 10, 2020

10 Steps to Help You Handle a DOL Investigation

Hot breath, fear, sweaty palms - You’ve received a request from the Department of Labor (“DOL”) to provide documents about your...

Feb 3, 2020

Thinking About Changing 401(k) Providers? Five Things You Should Know

Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top...

Jan 20, 2020

News and Information for Employers Q12020

The start of a new year is a great time to review your fiduciary governance process and confirm that your fiduciary priorities have been...

Jan 13, 2020

2020 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 3, 2020

SECURE Act and What 401(k) Plan Sponsors Need to Know

On 23 December, one of the largest changing legislative acts to impact America’s retirement system was signed into effect. The Setting...

Dec 23, 2019

Video | 3 Trends to Help Strengthen Your Workforce's Retirement Savings

As your business grows and evolves, it is important to stay in the know on how to offer better workplace benefits that help recruit,...

Dec 16, 2019

Participant Guide | 3 Tips to Tackle Debt and Help Brighten Your Financial Future

Help make your employees financial future brighter with these 3 Tips to Tackle Debt! In America, most people have debt and as an employer...

Dec 9, 2019

What are Corrective Distributions and How to Avoid Them Going Forward

Tests – the word alone is enough to make the most studious of us sweat. When placed in the context of 401(k) plans, i.e. determining...

Dec 2, 2019