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Studies Reveal Employees’ Financial Mindset During Pandemic

Studies Reveal Employees’ Financial Mindset During Pandemic

January 12, 2021
Understandably, in 2020, most of us were stressed over health and finances. Because of ongoing pandemic worries, last year,...
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Generating a Paycheck in Retirement

Your Questions, Answered: Paycheck in Retirement

December 22, 2020
On this week’s episode of Your Questions, Answered  Patrick Shaw  and  Brian Leitner  discuss income during retirement, and answer...
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The Latest on Required Minimum Distribution Rules

The Latest on Required Minimum Distribution Rules

December 7, 2020
In 2019, the SECURE Act changed the required minimum distribution (RMD) age to 72. Then the CARES Act came...
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Auto-Enrollment Bumps 401(k) Plan Participation.psd

Auto-Enrollment Bumps 401(k) Plan Participation

December 4, 2020
How you design your 401(k) plan can increase participation while helping employees with retirement readiness. One of the tools...
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Part-time Employees in 401k Plans

Steps to Take to Track Part-Time Employees’ Hours for 401(k) Plan Participation

November 11, 2020
The SECURE Act, which became law in December 2019, seeks to increase employee participation in employer-sponsored retirement plans. Included...
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2021 Retirement Plan Limits

November 3, 2020
Recently, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related...
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Tips For Teaching Your Grandkids To Be Financially Aware

October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Finding Former Plan Participants Who Leave 401(k) Funds Behind

Finding Former Plan Participants Who Leave 401(k) Funds Behind

October 6, 2020
If you’ve tried to locate employees who have left your company and their 401(k) funds behind, they don’t respond...
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Helping Plan Participants Reach Retirement Readiness

Helping Plan Participants Reach Retirement Readiness

September 11, 2020
Having enough resources to retire comfortably is the ultimate goal of most plan participants. Certain SECURE Act provisions aim...
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DOL Finalizes eDelivery for Mandatory Participant Communications

DOL Finalizes eDelivery for Mandatory Participant Communications

August 13, 2020
Effective July 27, 2020, the Department of Labor (DOL) and the Employee Benefits Security Administration (EBSA) issued a long...
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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...
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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...
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