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

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

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

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

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

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

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