Retirement Plan Consulting

For those of you with calendar year plans, you’ve likely started receiving messages from your recordkeeper or TPA to submit your compliance testing data for…

An initiative of ours for 2022 was to start producing video content for plan sponsors to share with plan participants. We’ve shared our videos with…

By Bonnie Treichel Chief Solutions Officer Endeavor Retirement (as excerpted from The Compass Newsletter, published on 12/29/22) Congress brought holiday cheer to savers,…

Since the contribution limits were recently raised by 10% 401(k), 403(b) and most 457 plans (to $22,500), we thought now might be a good time…

During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. We also…

1. In order to maintain living standards in retirement, what percent of annual income do financial professionals think people should save? A.

Most 401(k) plans have access to a large pool of funds, making them an attractive target for cybertheft. And while stolen funds are devastating, unauthorized…

As the seasons change and the days start to get chillier, market trends are calling for doom and gloom in the economy. Some argue that…

By Nevin E. Adams, JD Chief Content Officer American Retirement Association There’s an old saying that when you assume… well, here are…

Succession and exit planning are hot topics these days. If you own a business, you may have thought about the day you’d sell it, transition…