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
Insights
Employee Health and Welfare Article
The Season for Investing
During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. We also tend to spend quite a… Read More
Retirement & Lifestyle Planning Article
Long-Term Care and Your Options
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for… 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
How to Pay for Long-Term Care: 8 Strategies
For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not… Read More
Employee Health and Welfare Article
Retirement Investing During Political Elections
Historically, election years tend to bring varied levels of uncertainty and volatility to the stock market. This can translate into potential anxiety and a lack of confidence to the retirement… Read More
DOL Brokerage Window Guidance and Cryptocurrency Accounts
Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed brokerage accounts in their plan menu…. Read More