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 […]

Why Benchmarking is Crucial for Choosing the Right 401(k) Solution: Bundled vs. Unbundled When it comes to choosing a 401(k) plan for your business, there are several options available. Two of the most common options are bundled and unbundled solutions. A bundled 401(k) plan is an all-in-one package that includes […]

In my last blog post, we talked about ways that plan sponsors can outsource fiduciary responsibilities. As interesting as it may be, not all plan sponsors fully understand what they are responsible for and liable for. The main functions 401(k) plan sponsors are responsible for include:       • […]

As a participant in the company’s retirement plan, you are already serious about saving for your future. Whether you are retiring in a few weeks or a few decades, you may need to protect your investment. A healthy way to do this is to rebalance your portfolio. What is Rebalancing? […]

If you are a plan sponsor of a retirement plan, I’m sure you have heard of the term “fiduciary”. If you are thinking about starting a retirement plan for your company, this is a term you should be aware of, become familiar with, and understand what it means. What is […]

As we reflect on 2022, there were several market and economic hurdles that led to a stressful year for many of us. Some things are just out of our control. As we go into 2023, let’s focus on what we can control. When it comes to employer sponsored retirement plans, […]