Infographics

The Power of 1%

Compound interest and increasing retirement savings by 1% each year can have a significant impact on your 401(k).

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2019 Plan Comparison

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 plan that could work for you in 2019.

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Fiduciary Audit File Checklist

As a retirement plan sponsor, a fiduciary audit file checklist will help you to compile documents to keep your fiduciary audit file up-to-date and assist with periodic reviews of your plan.

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The Cost of Financial Stress

Employers, do you how many hours your employees spend distracted by personal finances at work? You may be surprised at the cost of those distractions… Here are three things employers can do to help with employee financial stress!

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Retirement Plan Review Questionnaire

Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan.

Download our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, service provider due diligence, and investment due diligence.