Participant Memo: December 2021
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals.
Participant Memo: November 2021
The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial trouble.
Participant Memo: October 2021
When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive.
Participant Memo: September 2021
School is now in session! Let’s check if you’re preparing for retirement and review the following items we’ve listed!
Participant Memo: August 2021
Contributing to your employer’s retirement plan as soon as you’re eligible is crucial to meeting your retirement goals.
Retirement Times – May 2020
Should your Company Implement a Student Loan Assistance Program? The simple answer is yes! By doing so, you’ll attract, retain and engage top college-educated talent at your company.
Retirement Times – February 2020
Too Many Choices: How Many Investment Options Should You Offer? Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when making other decisions, having too many plan options can potentially lead to poor investment decisions by plan participants. In…
Retirement Times – January 2020
Financial Wellness and Productivity: How are your Employees Affected? Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of that is a revelation, a recent nationwide survey showed just how pervasive financial insecurity is in the workforce and how large the losses and potential risks…
The Importance of Keeping Beneficiary Information Updated
Planning for the departure of a loved one is a difficult thing to think about, but no matter how delicate, it is something any pragmatic planner must consider. What happens to your retirement account when you, your spouse or partner pass? When choosing your retirement plan it’s likely that you were asked to designate a…
Four Ways to Increase Employee Retirement Contributions
As a retirement plan sponsor, you want your employees to save the most they can in order to reach their maximum retirement potential. A significant amount of research says that you can improve both employee participation and their saving rates. Download the full article and read about four ways you can help your employees start…