Managing Your Finances Through Life’s Unpredictability
March 5, 2020
Life is full of risk. Markets rise and fall, unexpected emergencies arise, and businesses go under unexpectedly. If you want […]
Evaluating Your Plan and Fees? Think More, Not Less.
May 24, 2018
Should you reduce your plan’s fees to better serve participants? Many vocal experts speaking on behalf of investors and participants […]
Have You Conducted a Fee Equalization/Levelization?
May 24, 2018
Bill Tugaw, Governmental Plan Practice Leader Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been […]
How to Give Every Team Member a Tax-Free ‘Raise’
April 25, 2018
Offering Health Savings Accounts is not just a way for workers to buffer themselves from high-deductible plans; it’s also a […]
Why Educating Employees About Retirement Plans Is Critical
April 17, 2018
Kristin Jacobson, Director of Retirement Services, explains how millennial employees might not see the point of investing in a retirement […]
Is Your Retirement Plan Out-of-Date or Putting Your Practice at Risk?
April 12, 2018
ERISA Consultant Eileen Shaw explains the risks involved in outdated retirement plans and how the changing regulatory landscape has transformed […]
Think You Can Just Sign up Your Company for a 401(k) and Forget About It? Think Again.
March 26, 2018
Companies need to make sure they understand the regulations behind ERISA that go far beyond just signing your company up […]
Younger Team Members Often Don’t Enroll in Retirement Plans — But That Can Hurt Your Company
February 22, 2018
Your younger employees may not be interested in participating in retirement plans, but it’s a critical step for both your […]
Are Your Participants Experiencing a Fee Imbalance?
February 20, 2018
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began […]
Looking Back – And Forward: New Tax Planning Paradigms
June 28, 2016
By William Schmidt, Senior Trust Officer It is estimated that roughly 80% of Americans have made no provision to transfer […]