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Retirement Plan Consulting

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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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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Image for How Many Retirement Plan Committees Does Your Organization Need?
April 18, 2023
Retirement Plan Consulting

How Many Retirement Plan Committees Does Your Organization Need?

Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations choose to establish committees for…
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Image for Offboarding Employees from Your 401(k) Plan
April 18, 2023
Retirement Plan Consulting

Offboarding Employees from Your 401(k) Plan

A full two-thirds of employees don’t receive guidance on managing their retirement plan benefit while offboarding. Leaving 401(k) or 403(b) balances behind can result in…
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Image for Participant Corner: The Importance of Naming a Beneficiary
April 18, 2023
Retirement Plan Consulting

Participant Corner: The Importance of Naming a Beneficiary

What Is a Beneficiary? Your 401(k) beneficiary is the person, people, or organization that would receive your account if you passed away. You can…
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Image for Compliance Testing Season is Here!
January 18, 2023
Retirement Plan Consulting

Compliance Testing Season is Here!

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…
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