Erick Arndt was recently given the honor of being named in the Valley 200 Most Influential Leaders by the San Fernando Valley Business Journal!... Read More

A new survey offers some key insights into why plan sponsors may want to consider building an investment lineup to meet the growing demand for sustainable options from workplace retirement plan participants. ... Read More

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

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

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

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