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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.

What are MEPs and Should You Consider One?

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It can be particularly...

Sep 9, 2019

7 Steps to Organize Your Financial Life

Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve...

Sep 2, 2019

Lawsuits Over the Years and What it Means for Plan Sponsors

Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first,...

Aug 12, 2019

4 Reasons to Benchmark Your Retirement Plan

An old saying goes, “You get what you pay for.” But as a consumer, how do you know if you’re getting the best value for your dollar...

Aug 5, 2019

Our 401(k) Investments are on the Watchlist. Now What?

Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed that...

Jul 29, 2019

Automatic Features to Help Boost Participation and Savings Rates

The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as...

Jul 22, 2019

Q3 2019: News and Information for Employers

As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for...

Jul 8, 2019

5 Plan Design Features for Retirement Readiness

Successful financial wellness programs help employees feel in control and on track in their financial lives – and that includes planning...

Jun 11, 2019

Your Past, Present, and Future to Financial Wellness

Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past...

Jun 4, 2019

How to Think About Financial Wellness ROI

If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO:...

May 14, 2019

90-10-90 Rule

If you, your plan or your participants suffer from poor participation, low deferral rates or shortsighted investment decisions, you would...

May 7, 2019