As a result of the significant rise in revenue sharing litigation it behooves plan fiduciaries to confirm and document the prudence and appropriateness of any revenue sharing arrangement. Revenue sharing… Read More
Article
Helping Employees Pay Down Student Debt
The ever-growing burden of student loan debt looms menacingly over many Americans, crippling their ability to save for retirement and other financial goals. According to Bankrate, around 60% of Americans… Read More
Keeping Retirees in Your Retirement Plan
According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities toward them — will naturally wind down at retirement, even… Read More
Retirement & Lifestyle Planning Article
Filing the FAFSA: Do it Soon, Do it Right
If you’ve started college planning at all you’ve heard about the FAFSA. Do you need to fill it out? For the vast majority of families, the answer is yes. This… Read More
Retirement & Lifestyle Planning Article
Market Update: Second Quarter 2022
Major stock and bond markets fell again in the second quarter of 2022. The news media has been very loud announcing that it was the worst first half of a… Read More
Retirement & Lifestyle Planning Article
Mid-Year Letter from Our President
What a year 2022 has been already! We have faced some major macroeconomic factors and we are positioned to help you navigate these rough waters. We have seen a change… Read More
Employee Health and Welfare Article
Summer Homework Assignments
We know you are enjoying summer! But how’s your retirement plan doing? Summer can serve as a preview of your retirement — long days in the sun and spending time… Read More
Have You Met Your Match?
Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s 2021 Retirement Security Survey. The study’s results show that the… Read More
Safe Harbor Options
401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits are allocated equitably. U.S. regulatory measures ensure… Read More