Offering a retirement plan to your employees is a wonderful benefit for them and you. But it doesn’t come without its fair share of problems. ... Read More

Tools and Techniques More than 50% of U.S. small businesses are owned by people 55 and older, according to a Spring 2021 survey by SCORE, a nonprofit that provides resources to small-business owners. If your retirement dream is to turn... Read More

Here is your Plan Sponsor’s Quarterly Calendar: a great list of tasks to keep in mind during the next three months.... Read More

During the first quarter of this year we have had a number of employees leave our organization, some of which had nonvested employer contributions.... Read More

Are you expecting a tax refund this year? If so, consider creating an emergency fund with some or all of it.... Read More

In 2021, the Centers for Disease Control and Prevention reported that nearly half of adults in the United States (47%) have hypertension.... Read More

We are thinking about submitting a request for proposal to several recordkeepers for due diligence purposes.... Read More

In the spring of 2021, Aon Investments surveyed 12 top carriers for fiduciary liability insurance to better understand how plan management typically impacts pricing for fiduciary liability insurance. ... Read More

Roth options have become a common choice in many 401(k) plans, as well as 403(b) and 457 plans. ... Read More

Americans currently define financial wellness as simply feeling comfortable with their financial situation.... Read More