Johnsonville and Francis win First Place Eddy award for their workplace financial wellness program.
Category: Articles
Float Income and Retirement Plan Administration
Who does float income belong to, and do plan sponsors’ fiduciary duties apply? Learn how plans often handle float income and check in on how it’s being handled in your organization’s plan.
Can a case be made for active management?
Active vs passive investing. Learn more about the upsides, the risks, and how investors should be looking ahead.
Making a case for Roth 401(k) accounts in your retirement
Roth 401(k) accounts, available since 2006, offer relief by letting you save through payroll deduction, invest broadly, and withdraw all contributions and accumulated earnings entirely tax‑free.
Yes, You Can Max Out a Roth IRA (Even If It Feels Out of Reach Today)
A Roth IRA is one of the most powerful retirement tools available. You contribute after-tax dollars, and your growth and withdrawals in retirement are tax-free, assuming you follow the rules. For many people under the income limits, the real obstacle isn’t eligibility. It’s cash flow. The good news is that with a little scrutiny, most… Continue reading Yes, You Can Max Out a Roth IRA (Even If It Feels Out of Reach Today)
Boosting Benefits Engagement: Integrating Financial Wellness
See how this organization crafted a total rewards strategy that integrates all employee benefits and incentivizes employee participation.
Retirement investors must have a solid plan to handle economic turmoil
Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.
Excellence in Financial Literacy
Francis and two of its employees were honored with Financial Literacy Awards from the WI Governor, Tony Evers, for excellence in financial education.
Your Plan’s QDIA: Active vs. Passive Target Date
Your selection of your retirement plan’s QDIA is a critical decision that impacts a large number of plan participants. Weigh both active and passive target date funds as viable QDIA options.
Using Plan Assets to Pay Plan Expenses
Learn about the distinction between settlor and non-settlor expenses under ERISA, the proper use of participant forfeitures, and steps plan fiduciaries should take to ensure plan assets are used appropriately when paying plan expenses.
