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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.

Is Financial Education on Company Time Worth It?

Financial education is becoming increasingly important in today's world, but is it worth the company's time and resources to provide such...

Apr 24, 2023

Q2 2023 Employee Newsletter: Retirement Savings and Milestones

No matter where your employees are in their career, there is still time to set goals for finances and retirement! Whether they are...

Apr 17, 2023

Financial Stress Has More Impact on Your Company Than You Think

In today’s economy, financial stress is having a profound impact on working Americans. Stressed employees are feeling the pinch; this can...

Apr 10, 2023

Q1 2023 Newsletter: Fiduciary Plan Governance Edition

At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and...

Mar 13, 2023

Video: Selecting 401(k) Investments Made Easier

Selecting 401(k) investments can feel like a lot of pressure. However, there are three steps to follow when selecting 401(k) investments...

Mar 6, 2023

Investment Committee Checklist

Investment committees are the backbone of the retirement plan and participants’ success, both in the fiduciary process and financial...

Feb 20, 2023

Why Plan Fiduciaries Need to Pay Careful Attention to Retirement Plan Fees

Competitive benchmarking is a way to measure and compare fees associated with running your retirement plan. Explore the most frequently...

Feb 13, 2023

2023 Compliance Calendar

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information...

Jan 23, 2023

Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees

Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do...

Jan 23, 2023

Q1 2023 Employee Newsletter: Budget Edition

The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting...

Jan 16, 2023

Defining Workplace Goals is a Vital First Step to an Effective Retirement Plan

Retirement plans can be as unique as your company and its employees. Yet many committees do not take the time to set specific goals for...

Jan 9, 2023