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Here is a basic blog layout with a right sidebarHardships Get a Little Easier
Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law. While this law made several changes that impact retirement plans, one provision changing the rules around hardship distributions is particularly notable. As a result of...
Use Benchmarking to Your Advantage
Download The Companion Document In some ways you can divide clients into two groups - those who are primarily motivated by lowest cost and those who seek value. That doesn’t necessarily align nicely with retirement plan benchmarking since it’s much easier to compare...
Mergers and Acquisitions
Download The Companion Document Everyday companies large and small make decisions to combine forces. In fact, in 2017, more than 15,000 companies announced a merger or an acquisition. And it probably won’t surprise you, but M&A activity spans all major industry...
When to Set Sail with Safe Harbor
Download The Companion Document You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while their money accumulates for retirement. To...
Helpful Hints for Plan Sponsors
Helpful Hints for Plan Sponsors, as a plan sponsor, you have a fiduciary responsibility to ensure your retirement plan operates in compliance with regulations. To help you fulfill this responsibility, we've compiled some helpful hints that can assist you in managing...
The Retirement Income Gap
Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from employer-funded plans, retirees commonly draw from additional savings tucked away in IRAs or...