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Retirement Plan Consulting

Image for Participant Corner: Financial Frost Checklist
January 24, 2024
Retirement Plan Consulting

Participant Corner: Financial Frost Checklist

As the winter season blankets our surroundings, it's the perfect time to conduct a comprehensive review of your financial situation.
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Image for Changes to Form 5500 Will Allow a Greater Number of Small Plans to Avoid the Annual Audit Requirement
October 17, 2023
Retirement Plan Consulting

Changes to Form 5500 Will Allow a Greater Number of Small Plans to Avoid the Annual Audit Requirement

Revisions made to the 2023 Form 5500 relate to SECURE Act amendments made to ERISA. The changes are intended to improve reporting of financial information and plan expenses.
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Image for Empowering Gen Z: Setting Your Youngest Participants up for Success
October 17, 2023
Retirement Plan Consulting

Empowering Gen Z: Setting Your Youngest Participants up for Success

Understandably, companies typically devote considerable attention to assisting participants nearing retirement. But the outsized value of early contributions to retirement readiness means employers should also focus on getting their youngest workers enrolled — and contributing — to their workplace retirement plan as soon as possible.
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Image for 10 ‘Top of Mind’ Retirement Issues for Plan Sponsors
October 17, 2023
Retirement Plan Consulting

10 'Top of Mind' Retirement Issues for Plan Sponsors

Little surprise, participant engagement sits atop the list of short-term priorities for plan sponsors. At the same time, high-profile issues like retirement income, discussed ad nauseam among financial professionals, rated lower among those offering work-based plans.
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Image for Participant Corner: Build a Bright Retirement Future
October 17, 2023
Retirement Plan Consulting

Participant Corner: Build a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial goals.
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Image for Roth Roadblocks
July 19, 2023
Retirement Plan Consulting

Roth Roadblocks

Plan design decisions are made by the business owner and not the fiduciary to the plan.
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Image for Dear Prudence: What is Prudence Anyway?
July 19, 2023
Retirement Plan Consulting

Dear Prudence: What is Prudence Anyway?

What exactly is a prudent expert? With respect to investments, the fiduciary is responsible for selecting and monitoring the investment alternatives that are available under the plan.
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Image for The Six Types of Fiduciaries in Retirement Plans You Need to Know
July 19, 2023
Retirement Plan Consulting

The Six Types of Fiduciaries in Retirement Plans You Need to Know

A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve in multiple fiduciary roles.
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Image for Participant Corner: The Advantage of Saving Early
July 19, 2023
Retirement Plan Consulting

Participant Corner: The Advantage of Saving Early

The early bird really could get the worm! The amount of your total nest egg is exponentially influenced by the duration of time it has to compound.
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Image for Your Plan Fiduciary Must-Do and Should-Do Lists
April 18, 2023
Retirement Plan Consulting

Your Plan Fiduciary Must-Do and Should-Do Lists

When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of “must-dos.” But there is…
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