Resources For You

Unequal Benefits

Are you unknowingly discriminating against your key executives with your current benefit plan structure? Company [...]

Don’t Tolerate an Absentee Advisor

As a business owner, C-suite executive, or HR professional, you already understand the value of [...]

Why Retirement Readiness Matters

What if you could lower your future payroll and healthcare costs simply by re-designing your [...]

Does Your 401(k) Plan Contain Proprietary Investments?

One of the most common issues we find when reviewing 401(k) plans is the prevalence [...]

6 Keys to RFP Success

Conducting an RFP for your 401(k)/403(b) service providers can be an onerous process. But it’s [...]

In Wake of SECURE Act, Should Companies Offer Lifetime Annuities in 401(k) Plans?

Towards the very end of the year, the Setting Every Community Up for Retirement Enhancement [...]

Is Your 401(k) Plan Ready for Money Market Reform?

There’s little doubt that everyone remembers the financial crisis of 2008. It was the first [...]

Next Generation 401(k) Plans — Better for Your Employees, and Better for Your Company

Do you know someone who is retired now and collects a pension? Maybe they were [...]

What’s Your Policy for Educating Employees About Retirement?

All too often, we see 401(k) plans that have become a “set it and forget [...]

10 Services Your Plan Advisor Should Be Providing…But Likely Isn’t

Having a 401(k) retirement plan for your employees is both a benefit and a risk. [...]

When Composing 401(k) Plan Menus, How Much is Too Much?

When it comes to implementing investment menus for 401(k) plans, the phrase “less is more” [...]

Are Your 401(k) Plan Fees Reasonable?

Administering a 401(k) plan for your company is not an easy job. There are a [...]

Why Face-to-Face Still Works in a High-Tech World

With over 20 years of experience in the 401(k) industry, we’ve seen a lot of [...]

Lost in Translation: Helping Employees Appreciate Their 401(k)

Are the 401(k) or retirement plan benefits you offer to your employees appreciated? Maybe more [...]

Regardless of Philosophy, Low Cost Funds Offer an Edge

The active versus passive investment philosophy debate has been going on for decades. Certainly there [...]

Does Your 401(k) Advisor Understand Plan Design?

Most 401(k) Plan sponsors expect their advisor to be an investment expert. That’s why they hire them, [...]

Is Your 401(k) Plan Ready for a DOL Audit?

No one likes to go through an audit. The process is tedious and a significant [...]

Revenue Streams: An Inside Look at Stable Value Funds

A competent advisor should be able to provide their plan sponsor clients with a detailed [...]

Do You Need Fiduciary Liability Insurance?

If you are a business owner or executive who has decision-making authority over an employee [...]

What is an Investment Policy Statement, and Do You Need One?

An Investment Policy Statement (IPS) is a critical piece of documentation for your company’s 401(k) [...]

How to Avoid Conflicts of Interest in Your 401(k) Plan

As a plan fiduciary under ERISA (Employee Retirement Income Security Act), you have certain obligations [...]

Are Your 401(k) Participants Retirement Ready?

There are many reasons companies implement a 401(k) plan: To benefit the owners To attract and retain [...]

Advisor Fees: What Costs Are Associated with 401(k) Plan Advisors?

Most companies recognize the benefit of offering a 401(k) plan to help retain and attract [...]

Target Date Funds: Seemingly Simple Strategies May Not Yield Expected Results

Over the past decade, Target Date Funds (TDFs) have become the “go-to” investment for 401k [...]

408(b)2 Fee Disclosures — Are You at Risk?

The Department of Labor’s 408(b)2 fee disclosure regulations went into effect July 1, 2012. As [...]

Fiduciary Protection: Is Your 401(k) Plan Getting the Oversight it Needs?

Within any discussion about fiduciary protection, it’s important to first identify and understand the different [...]

Are You Getting the Full Net Investment Return on Your 401(k)?

I recently attended a session at an industry conference on the topic of lowering costs [...]

Worth archive

– Are auto features right for your 401(k) plan? – Are your company’s retirement plan [...]

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