Discover How We Helped One Client Reduce Their Retirement Plan Fees by 30%

Discover How We Helped One Client Reduce Their Retirement Plan Fees by 30% When offering your plan directly with a qualified plan provider, many employers are not aware of what […]
5 Steps to Create a Financial Wellness Program

5 Steps to Create a Financial Wellness Program Many employers offer health wellness programs for their organization. However, financial wellness is equally as important. Studies show that 47% of employees […]
Participant Risk Assessment

Participant Risk Assessment As we work our way through a market recovery and closer to what could be a greater period of uncertainty around the upcoming election, now may be […]
COVID-19 Impact on Retirement Plan Discrimination Testing

COVID-19 Impact on Retirement Plan Discrimination Testing As a result of COVID-19, many employers have made financial, operational, and employment-related changes. Plan sponsors need to consider how the following actions […]
4 Tips for a Volatile Market

The COVID-19 National Emergency has impacted nearly every part of our daily lives and the investment market is no exception. When account balances fluctuate, it is tempting to make quick […]
Market Performance: Tips for Addressing Employee Concerns and Prudent Plan Management

The coronavirus (COVID-19) pandemic and recent market volatility have undoubtedly presented you with new challenges as you care for your employees, families and community. We encourage you to lean on […]