It’s Benefit Fair Season!

Monday December 14, 2020 at 11:30AM Let the festivities begin, even in the era of social distancing. It’s that time of year to start the benefit selection process for 2021. Perhaps you’ve traditionally included a 401(k) plan booth at your in-person benefits fair. By doing so, you had the opportunity to encourage people to join…

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SECURE Act Changes Loom

Monday December 7, 2020 at 11:30AM Check these items off your to-do list Remember 2019? It was in December of that year (which seems very long ago now) that the SECURE Act was signed into law. Today, as COVID-19 continues raging around the world, the SECURE Act may have slipped off your radar in favor…

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Plan Sponsors Ask…

Monday November 30, 2020 at 11:30AM Q: Early in the pandemic, we were very concerned that employees would take as much money as they could out of our 401(k) plan. That didn’t happen. How have other companies (and their plans) fared? A: Your experience seems similar to what others have experienced. A survey conducted jointly by…

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Retirement Outlook Q1 2020: Plan Sponsor Edition

Confidence Comes with Knowing Who is a Fiduciary There is still some confusion among plan sponsors about whether or not they are plan fiduciaries, especially among sponsors of plans with less than $1 million in plan assets. In spite of increasing discussion about offloading fiduciary risk by using a designated 3(38) investment manager, misconceptions about…

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401(k) Strategy: How To Make the Most Out of Your Retirement Account

Less than one-third of Americans use a 401k as part of their retirement savings plan. Do you have the savings you need to prepare for the future? Maybe you do not yet have a 401k but are thinking of opening one, or maybe you already have a 401k but are not sure how to maximize…

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