Newsletters

Participant Memo: Are You Thankful For Your Health?

Participant Memo: Are You Thankful For Your Health?

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle changes and healthy choices (especially with all the shared yummy foods), you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be...

Documenting Fiduciary Plan Management Responsibilities 

Documenting Fiduciary Plan Management Responsibilities 

ERISA states that every plan document must identify a “Named Fiduciary” to be the individual or entity serving as the primary fiduciary responsible for all plan management activities (e.g., President, Plan Administrator, The Company (BOD), or another individual or...

Does Your Retirement Plan Stand out From the Crowd?

Does Your Retirement Plan Stand out From the Crowd?

With more than two-thirds of American workers having access to a retirement plan, employees and job seekers have come to expect one as part of their benefits package. That means it’s more important than ever to make sure your offering differentiates your organization...

Participant Memo: Market Tricks and Treats

Participant Memo: Market Tricks and Treats

With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let the market volatility spook you! Consider the following tips: Review your safe route. It is ok if your investment portfolio isn’t performing as you...

DOL Brokerage Window Guidance and Cryptocurrency Accounts

DOL Brokerage Window Guidance and Cryptocurrency Accounts

Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed brokerage accounts in their plan menu. Most plan sponsors have not worried about...

What Is a Recession and What Does That Mean for the Markets?

What Is a Recession and What Does That Mean for the Markets?

As the seasons change and the days start to get chillier, market trends are calling for doom and gloom in the economy. Some argue that a recession is inevitable if not already here. What exactly does this mean and what should Americans do if in fact we are in a...

Cybersecurity Must Be a Priority for Plan Fiduciaries

Cybersecurity Must Be a Priority for Plan Fiduciaries

Most 401(k) plans have access to a large pool of funds, making them an attractive target for cybertheft. And while stolen funds are devastating, unauthorized transactions aren’t the only goal of cybercriminals. 401(k) accounts contain a plethora of sensitive personal...

Participant Memo: Retirement Readiness: How will you prepare?

Participant Memo: Retirement Readiness: How will you prepare?

Much has been made of the current state of the American worker as it pertains to their retirement savings.  According to a recent study by the General Accountability Office, 29% of Americans 55 and older do not have any retirement savings or pension plan and those who...

Who is the “Zillennial” workforce and what do they want?

Who is the “Zillennial” workforce and what do they want?

Zillennials” are people who were born between 1993 and 1998. According to a recent Met Life survey (“The Rise of the Whole Employee: 20 Years of Change in Employer-Employee Dynamics.”) they are expecting a more holistic benefits package from their employers. The main...

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