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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.

News and Information for Employers Q2 2020

This quarter, we’ll be sharing our insights and best practices through the following topics: 5 Steps to Create a Financial Wellness Program

Apr 6, 2020

News and Information for Employers Q2 2020

The link between stress and employee productivity is real. Experts estimate that it costs companies $500 billion or more per year due to...

Apr 6, 2020

The CARES Act and its Impact on Retirement Plans

Coronavirus, COVID-19, CARES Act, these topics have without a doubt overtaken your media feeds and with a valid reason. However, in this...

Apr 6, 2020

CARES Act Update: Changes Impacting Retirement Plans

Signed into effect on March 27, the Coronavirus Aid, Relief and Economic Security (CARES) Act is a robust economic stimulus package...

Apr 3, 2020

Coronavirus and Retirement Savings: Lessons to help mitigate long-term retirement savings mistakes

It’s easy to say “stay calm” but harder to actually walk the walk. Keeping emotions out of investment strategies can be challenging even...

Mar 26, 2020

3 DOL Hot Buttons

DOL audits can be stressful, complicated and expensive! The best way to handle one is to avoid it in the first place. Through our...

Mar 9, 2020

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