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.
Tag: Misc
“New” After-Tax Contributions Offer Greater Savings, More Flexibility
But how exactly does this process work? And what do plan sponsors have to look out for, especially when it comes to testing?
Money and Diversity: A Path to Promoting Equality in the Workplace
You’ll learn why our culture, ethnicity, and upbringing affect our relationships with money and how these factors impact the financial planning process.
Finally! Leniency on those pesky annual notice deliveries
The Department of Labor (DOL) has relaxed the delivery requirements for distributing annual notices. The DOL estimates these changes will save plan sponsors $3.2 Billion over 10 years.
Help your future self by following these rules for retirement saving
How much you’ll need to save in order to afford to stop working someday depends on many factors.
Five Ways to Combat Unemployment Fraud
The Equifax data breach in 2017 reminded us that personal data is ripe for the picking for any motivated cybercriminal.
The Way Back: Economic Recovery in the Wake of COVID-19
Macroeconomic challenges, the psychology of investing, and how to frame investment opportunities during the COVID-19 global pandemic.
What triggers a partial plan termination?
Learn what measurements indicate your plan is at risk and what to do in the event a termination takes place.
Four Considerations for Company Contribution Changes
Your retirement plan company contribution strategy impacts the effectiveness of your overall retirement benefit plan. When contemplating a change, there are key considerations to keep in mind.
Mastering Emotions in the midst of Market Volatility
How do institutional investors keep their emotions in check?
