All posts by: Anne Laffin

Ask Erick…Q&A with a 401(k) Advisor “Protecting Your Plan Audit Files”

We always meant to automate our plan audit files, but somehow we didn’t get around to it. What do we need to know to protect the information we send?... Read More

3 Tips for Planning Your Retirement Income

We all want to retire comfortably someday and live our dream life. But we all know that’s not going to happen by accident, right?... Read More

Great Links to Know If You Are a 401k Retirement Plan Sponsor

Plan sponsors, here is a great list of websites that you may find useful in your day to day work.... Read More

401k and Pension Plan Contribution Limits for 2022

Plan sponsors, below are the 2022 401(k) and Pension Plan Contribution Limits. ... Read More

Ask Erick…Q&A with a 401(k) Advisor “Fiduciary Liability Insurance”

Our plan committee is thinking about purchasing fiduciary liability insurance. Is a fidelity bond the same thing as fiduciary liability insurance?... Read More

Combatting Cybersecurity Threats

The threat of retirement account fraud has increased in recent years — particularly during the remote work environment.... Read More

Ask Erick…Q&A with a 401(k) Advisor

We are considering adding a financial wellness program as part of our retirement plan benefit program.... Read More

Good Vibrations

Now may be a great time to discuss any plan design changes or new features that may help improve retirement outcomes for your employees.... Read More

Retirement Plan Sponsor’s Quarterly Calendar

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

Ask Erick…Q&A with a 401(k) Advisor

Cybersercutiy is a big topic for year-end plan review meetings.... Read More