Maximize Total Benefits with Profit Sharing Plan   Maximize Total Benefit options and choices for the benefit of plan participants and plan sponsor alike. Many firms encourage participants to ...

Coronavirus Victims Now Includes Wall Street Coronavirus victims now include your company 401k plan participants. The fear of the unknown has hit Wall Street, creating millions of new coronavirus ...

401k Plan Participation Rates Indicator of Plan Success 401k plan participation rates are a statistic that all plan fiduciaries should be monitoring regularly for their own company retirement plan.  ...

Complimentary Access to Online Training! Retirement Committee Prudently Manages Fiduciary Liability Retirement Committee oversight may be just what you and your plan needs. Most 401k and 403b plans have ...

Participant Education Coupled with Auto Enrollment Participant Education is a large contributor to the success of a 401k plan.  Sometimes plan sponsors will auto enroll participants or auto increase ...

Financial Stress Management Requires Effective Financial Wellness Financial Stress Management is costing employers dearly — to the tune of $250 billion in 2019 alone. I Financial Stress Management is ...

Artificial Intelligence, is the Future of Human Resources Artificial intelligence AI takes the lead over intelligent automation IA.  Intelligent automation is the combination of “‘robotic process automation and artificial ...

Financial Wellness Engagement is Important Component Pre-retirement Financial Wellness engagement has proven to be one of the keys to a successful retirement. Financial Wellness engagement can occur in many ...

Investment Policy Statement Should be Implemented Slowly Investment Policy Statement (IPS) documentation should not be drafted without thought. Your retirement plan’s Investment Policy Statement (IPS) is an important document ...

Plan Design Strategy Makes Impact Plan Design strategy needs to be well thought-out to reap results. 401k plan fiduciaries and trustees need to be certain that the retirement plan ...