Make your cash work harder with CG Financials Custom Cash Management solution. Offering flexibility, liquidity and potential for enhanced returns, our services are tailored to match your organization’s cash flow… Read More
Business Owners
Four Plan Design Features to Help You Attract and Retain Talent
According to Morgan Stanley at Work’s September Plan Sponsor Research Results, plan design is a fast-rising differentiator that’s driving employee enrollment and supporting talent strategy in many companies. 401(k) plans… Read More
4 Strategies for Growing and Protecting Business Owner Wealth
For business owners, the last few years have introduced one challenge after another. After working through the COVID-19 pandemic and inching toward recovery and some sense of normalcy, they were… Read More
SECURE 2.0: What You Need to Know
Within the final days of 2022, both the House and Senate approved a massive $1.7 trillion omnibus spending bill. On December 29th, President Biden signed the bill into law. A… Read More
Four Things to Know About Plan Limit Hikes
In October, the Internal Revenue Service significantly raised the contribution limits for 401(k)s and other plans effective in 2023. As plan sponsors begin to think about how to communicate these… Read More
How to End the Year on a Bright Note
December brings with it an expectation of cheer, hope, and festivities. What your employees do not expect (and, frankly, don’t want) are grumpy nudges about enrollment. With the anxiety of… Read More
Documenting Fiduciary Plan Management Responsibilities
ERISA states that every plan document must identify a “Named Fiduciary” to be the individual or entity serving as the primary fiduciary responsible for all plan management activities (e.g., President,… Read More
Does Your Retirement Plan Stand out From the Crowd?
With more than two-thirds of American workers having access to a retirement plan, employees and job seekers have come to expect one as part of their benefits package. That means… Read More
DOL Updates Guidance on Auditor Independence for Retirement Plan Engagements
In September, the U.S. Department of Labor (DOL) released an Interpretive Bulletin that updates guidance on audits of benefit plans under the Employee Retirement Income Security Act. The updated guidelines… Read More