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The Time Is Now for Financial Wellness

While one could say it’s always a good idea to focus on well-being of any type — whether that’s physical, mental, or financial wellness — there’s perhaps never been a more important time to help [...]

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Common Investment Mistakes in Retirement Accounts

Risk vs. return: where are you comfortable? One of the most fascinating aspects of our role as an advisor of business retirement plan benefits is the chance to meet with many different investors [...]

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Generational Influences and Behavioral Finance

Understanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and [...]

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5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits [...]

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Retirement Savings Strategy

As wealth advisors, we sometimes spend more time thinking about numbers and planning and savings strategy than we do for other things, even football. We also spend time highlighting holidays that [...]

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3(38) Advisory Services – Should Fiduciaries be Outsourcing Retirement Plan Investment Responsibility?

Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016.  As a result, fiduciary [...]

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Annual Plan Audit: An Auditor’s Perspective

Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of your plan will you be [...]

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To Roth or Not To Roth

Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. This is for good reason. There are two key [...]

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401(k) Day and Holidays

When you sign onto your social media accounts, often you see your family and friends highlighting different holidays throughout the year – May the Fourth Be With You; Talk Like a Pirate Day, or [...]

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Are Your Participants Experiencing a Fee Imbalance?

Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation [...]

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