All
DOL Approves Use of Private Equity in 401(k) Plans, Retirement Plan Solutions

DOL Approves Use of Private Equity in 401(k) Plans

July 8, 2020
The Department of Labor (DOL) recently issued a letter approving the use of private equity in 401(k) and other...
Read
Plan Sponsors Prioritize Financial Wellness for Employees

Plan Sponsors Prioritize Financial Wellness for Employees

June 11, 2020
With the pandemic affecting employees who may decide to dip into retirement accounts for money to cover potential short-term...
Read

Plan Options: Extended Deadlines for Plan Sponsors

May 14, 2020
The federal government is giving employees and plan sponsors latitude when it comes to retirement plan distributions, loans, discretionary...
Read

Staying the Course

May 5, 2020
Anytime there’s volatility in the stock market with prices rapidly moving up and down, it’s understandable for you to...
Watch

Is It Time to Reframe Retirement Savings and Work Solutions?

April 9, 2020
Both employers and employees alike think it may be time to reframe the way we think about saving for...
Read

New Stimulus Package Changes Certain Plan Rules

April 3, 2020
The president signed the “Coronavirus Aid, Relief and Economic Security Act,” referred to as the CARES Act, into law...
Read

New Bill Changes Retirement Savings Landscape

January 3, 2020
The recently passed Setting Every Community Up for Retirement Enhancement bill, referred to as the SECURE Act, represents the...
Read

Five Tips to Help Keep Your Plan In Compliance

December 19, 2019
With all of your responsibilities as a plan sponsor, it can be challenging to make sure the retirement plans...
Read

Key SECURE Act Provisions and Effective Dates

December 18, 2019
Provisions Description Effective Dates Division M: Bipartisan American Miners Act Reduction...
Read

EvoShare: A New Way to Build Plan Participation

December 15, 2019
If you’re looking for an innovative way to increase retirement plan participation, you might consider EvoShare.¹ It’s a financial...
Read

Why A 401(k) Over a SEP or SIMPLE IRA?

November 29, 2019
A 401(k) plan not only offers higher contribution limits but provides more options to your business for managing costs...
Read

Cash Balance Plans: Pros and Cons for Employers and Employees

November 22, 2019
As a plan sponsor, if you’re looking for an alternative plan that can help associates accelerate their savings, particularly...
Read

Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

All Podcast Episodes

Subscribe to Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.
Contact Us