ERISA attorneys, Certified Financial Planners, Qualified Pension Administrators and other industry experts help you stay current with regulatory changes and industry trends that affect retirement plans.
Including company stock among the investments in your 401(k) plan can be powerful. It gives employees a voice in the firm’s direction, pride of ownership, and a direct correlation between their job and company performance. At the same time, employees … Read more
Q: What are the risks of losing track of a plan participant? There are a few people who remain “on the books,” in spite of trying many times to reach them? A: That’s an important question because there are serious … Read more
The Financial Wellness/Student Debt Connection If your workforce includes recent college graduates, it’s likely that some of them have debt associated with their college years. Student debt may play a large part in the finances of these young (and even … Read more
Auto Features Contributing to Participation, Average Balance Increases It was a good year for individual account plans, including 401(k)s and 457s. In fact, 2017 may go in the record books as the first year the number of plans with an … Read more