Many people use the 4% rule to guide their retirement withdrawals once they stop working.... Read More

Increasingly, plan sponsors are refreshing their workplace retirement plans to give employees both the opportunity to save more for retirement and the flexibility to use both their personal and employer contributions in innovative ways to manage their financial needs.... Read More

Whether you’re an employer who wants to help your employees work toward a secure retirement or someone who wants to plan for your own future, this handy guide can help you narrow the focus and zero in on a retirement... Read More

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