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

The Savers Credit is in addition to 3 other tax advantages available when saving for retirement:... Read More

We are looking for ways to increase savings rates among new employees, at both lower and higher income levels.... Read More

Your debt-to-income ratio (or DTI) measures your monthly debt payment against your monthly income (before taxes or before other deductions have been made). ... Read More

Here is your Plan Sponsor’s Quarterly Calendar for Q2 2022: a great list of tasks to keep in mind during the next three months.... Read More