Your guide from hire to retire.
All Things 401k | Should You Add an Automatic Safe Harbor IRA to Your Plan? High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help reduce plan costs and potential fiduciary risks. In 2022, more […]
For those individuals and families planning their financial legacy, December 31st, 2025, is an important date to keep in mind when thinking about taking advantage of unprecedented transfer and gifting opportunities under the current tax environment. While taxation should never be the only reason to transfer assets or make major gifts, […]
Guide to Retirement | Employee Newsletter: Your Money Check-up Financial education has become increasingly important in today’s job market. Workers are looking to their employers for financial wellness resources. By providing financial education to your employees, you’ll be helping them build the skills they need to help manage their finances […]
All Things 401k | How Can Our 401(k) Plan Help Us Attract and Retain Star Employees? With thoughtful design features, you can structure a 401(k) plan that stands out in a time of talent scarcity and meets your employees’ needs. Looking to attract and retain high-quality talent in today’s competitive […]
Creating a Respectful and Open World for Natural Hair The CROWN Act was recently passed by the State of Michigan. The Act prohibits discrimination based on “natural and protective hairstyles”, particularly those associated with race by updating the Elliott-Larsen Civil Rights Act to include this category. The intent is to […]
All Things 401k | Digital Communications – Employee Engagement Edition After the events of the last few years, employers are becoming more aware of the positive impact of financial wellness. A well-crafted financial wellness program can provide employees with the knowledge and tools to understand why, when and how to […]
All Things 401k | Digital Communications – The Business Case for Financial Wellness If you are a company leader, you know that happy and healthy employees can often lead to less turnover, strong workplace culture and greater productivity. However, these days, financial stress has become an all-too-common problem among employees. […]
A financial wellness program can help protect your company from the negative effects of financial stress. Your company’s bottom line can be impacted by the high cost of turnovers, as well as silent quitting behaviors such by minimal effort and enthusiasm. But with a proactive approach to managing finances […]
The Three R’s: Recognition, Rewards, and Retention Last week we cohosted a Leadership Oasis event with our friends at Bronson’s Helpnet. We brought in a group of panelists to discuss employee recognition, rewards, and their impact on retaining employees. Our panelists included experts from the total rewards group at Bronson […]
4 Ways Employers Can Create a Culture of Wellness To compete for top talent, companies are looking for innovative ways to stand out in a competitive labor market. Employees are looking for beefed up benefits that support their social, physical, mental and financial well-being. Creating a culture of wellness in […]