Retirement Plan News

Plan Sponsor Guide: Understanding 401(k) Loans

Understanding 401(k) Loans The recent enactment of the Tax Cuts and Jobs Act of 2017 (TCJA) makes changes to 401(k)...
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Retirement Plan News

The DOL Fiduciary Rule is dead, but you’re still a fiduciary

The DOL Rule is Dead - On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the...
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Health Savings Accounts (HSA)

Health Savings Accounts: Features Your Employees May Thank You For

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected...
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Retirement Plan News

The Financial Marathon

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of...
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Retirement Plan News

A Guide for Employers Dealing with Missing Participants

Locating missing plan participants  can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory...
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Retirement Plan News

The Dreaded 401(k) Refund: Corrective Distributions

401K REFUNDS: NOT AS GOOD AS THEY SOUND With tax season fresh on our minds, many hear the word refund...
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Retirement Plan News

Should we have a retirement plan committee?

If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong...
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Retirement Plan News

Benchmarking Your 401(k) Funds

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood”...
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Retirement Plan News

Items Your Annual Retirement Plan Review May Be Missing

As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it...
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Retirement Plan News

Motivating Savings with Financial Wellness and Plan Design

Resolution season is upon us. January through March are the peak motivation months.  That special time of the year when...
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