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It’s Time to Restate Your Defined Benefit Plan Document

Every retirement plan is required to have a formal written document that spells out how it operates. When Congress passes new laws that impact how retirement plans work, the IRS and other

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Advantages of an Unbundled Retirement Plan Solution

There are some things we’re happy to buy right off the rack. After all, mass production usually means consistency and cost-savings. On the other hand, when we do buy off the shelf, we

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Financial Wellness – It’s Essential to Saving for Retirement

Introducing a workplace retirement plan can be a compelling way for emplyees to take control of their retirement savings, but for so many people that don’t have control of their personal

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When to Set Sail with Safe Harbor

You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while

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Auto Enrollment and Auto-Escalation

When we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole

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Understanding Why a QDIA Matters

Auto-enrollment has been proven to be effective in raising participation rates in 401(k) plans. As a result, it’s been pretty widely adopted across the country, especially in mid- to

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Maximizing a Business Owner’s Retirement Benefit

It’s a common story – business owners put everything into their businesses for years before being in a financial position to put real money away for retirement. Once you’re

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Did You Know You Are a Fiduciary?

When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well: Plan sponsors like you are, by definition, a fiduciary of

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The Secure Act

The goal of our nation’s retirement system is to create more opportunities for American workers to save and to make it easier for employers like you to start and maintain benefit plans. With

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Defined Benefit Plans are Alive and Well

For the most part, the news about Defined Benefit plans lately has not been particularly good. Whether a big company could no longer fund its plan or how it was bankrupting their business,