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![[Infographic] The Cost of Financial Stress](https://static.wixstatic.com/media/56bc71_941282d1a0c34956ae483fa436f1d076~mv2.jpg/v1/fill/w_1458,h_824,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/56bc71_941282d1a0c34956ae483fa436f1d076~mv2.jpg)
![[Infographic] The Cost of Financial Stress](https://static.wixstatic.com/media/56bc71_941282d1a0c34956ae483fa436f1d076~mv2.jpg/v1/fill/w_1168,h_660,fp_0.50_0.50,q_90,enc_avif,quality_auto/56bc71_941282d1a0c34956ae483fa436f1d076~mv2.jpg)
[Infographic] The Cost of Financial Stress
Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances[1], that’s 156 hours...
Aug 13, 2018
The Financial Marathon
A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of...
Aug 6, 2018
A Guide for Employers Dealing with Missing Participants
Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory...
Jul 23, 2018
![[Video] Safe Harbor Plans](https://static.wixstatic.com/media/56bc71_1322df4282104e97ae1838078d241166~mv2_d_3400_3000_s_4_2.png/v1/fill/w_1770,h_1000,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/56bc71_1322df4282104e97ae1838078d241166~mv2_d_3400_3000_s_4_2.png)
![[Video] Safe Harbor Plans](https://static.wixstatic.com/media/56bc71_1322df4282104e97ae1838078d241166~mv2_d_3400_3000_s_4_2.png/v1/fill/w_1168,h_660,fp_0.50_0.50,q_95,enc_avif,quality_auto/56bc71_1322df4282104e97ae1838078d241166~mv2_d_3400_3000_s_4_2.png)
[Video] Safe Harbor Plans
If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe...
Jun 26, 2018
![[Infographic] Harnessing the Power of Compound Interest](https://static.wixstatic.com/media/56bc71_9bc37d6630ea4d6ab9fad211a8325e16~mv2.jpg/v1/fill/w_1458,h_824,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/56bc71_9bc37d6630ea4d6ab9fad211a8325e16~mv2.jpg)
![[Infographic] Harnessing the Power of Compound Interest](https://static.wixstatic.com/media/56bc71_9bc37d6630ea4d6ab9fad211a8325e16~mv2.jpg/v1/fill/w_1168,h_660,fp_0.50_0.50,q_90,enc_avif,quality_auto/56bc71_9bc37d6630ea4d6ab9fad211a8325e16~mv2.jpg)
[Infographic] Harnessing the Power of Compound Interest
Warren Buffet’s wealth came from three things: living in America, some lucky genes, and compound interest! As an employer that sponsors a...
Jun 19, 2018
The Dreaded 401(k) Refund: Corrective Distributions
401(k) Refunds: Not as good as they should With tax season fresh on our minds, many hear the word refund and begin running down their...
Jun 12, 2018
![[Infographic] Managing Your Fiduciary Duty](https://static.wixstatic.com/media/56bc71_596012b4b2b242d5a80818658cc2fa33~mv2.jpg/v1/fill/w_1458,h_824,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/56bc71_596012b4b2b242d5a80818658cc2fa33~mv2.jpg)
![[Infographic] Managing Your Fiduciary Duty](https://static.wixstatic.com/media/56bc71_596012b4b2b242d5a80818658cc2fa33~mv2.jpg/v1/fill/w_1168,h_660,fp_0.50_0.50,q_90,enc_avif,quality_auto/56bc71_596012b4b2b242d5a80818658cc2fa33~mv2.jpg)
[Infographic] Managing Your Fiduciary Duty
Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If...
Jun 5, 2018
Should We Have a Retirement Plan Committee?
If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that...
May 29, 2018
Benchmarking Your 401(k) Funds
Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood” of their...
May 22, 2018
Items Your Annual Retirement Plan Review May Be Missing
As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again!...
Mar 5, 2018
Motivating Savings with Financial Wellness and Plan Design
Resolution season is upon us. January through March are the peak motivation months. That special time of the year when people are eager...
Feb 2, 2018
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