Category: Blogs

In this episode, we focus our discussion on the concept of financial wellness. While its popularity resulted in an explosion of services and solutions, will this interest last?

Previously we discussed the benefits of adding traditional after-tax contributions to retirement plans as a mechanism for high earners or high savers to build up Roth dollars in the plan

Each year the Internal Revenue Service (IRS) releases a notice detailing dollar limitations on benefits and contributions in retirement-related accounts.

An easy target on a plan sponsor’s back is the allegation of unreasonable fees charged within the retirement plan.

In Part Three of our three-part Guide to Retirement Plan Fees, we dive into cost allocation strategies, outlining how to equitably distribute costs across plan participants.

In Part One of our Guide to Retirement Plan Fees, we outlined the major fees incurred through a retirement plan and tips for effectively managing these fees.

As a retirement plan sponsor your job is to prudently manage the plan’s fees. The first step is understanding each component of your plan’s cost structure.

But how exactly does this process work? And what do plan sponsors have to look out for, especially when it comes to testing?

You’ll learn why our culture, ethnicity, and upbringing affect our relationships with money and how these factors impact the financial planning process.