The Financial Marathon
A Marathon for Everyone Recently, we went to cheer on a friend running in their first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. We waited at the last bend before the finish line so we’d have a good vantage point for cheering our Read more ➝
Guide for Employers Dealing with Missing Participants
Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory agencies in previous years have published guidance on this topic relating to missing “retired” employees. With the increase in the number of “pre-retired” missing plan participants, governmental bodies are now taking additional measures to Read more ➝
How Much Does Financial Stress Cost Employers?
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! Enter your email below to download our free guide. To access our Infographics page where you Read more ➝
Items Your Annual Retirement Plan Review May Be Missing
As a plan sponsor, you are no stranger to the annual retirement plan review. Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to evaluate the health of your plan. Many times, the focus of an annual review has to do with investments and fund line-ups; and Read more ➝
What Does It Really Take to Retire?
As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a successful retirement. When the 401(k) plan was introduced in the mid-80s, it was not intended as a standalone solution. However, as time evolved, defined contribution (DC) plans became the primary Read more ➝