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Is financial education on company time worth it?

Financial education is becoming increasingly important in today's world, but is it worth the company's time and resources to provide such a service? Helping employees reduce financial stress can help improve wellness, retention and productivity –...

Financial stress has more impact on your company than you think

In today’s economy, financial stress is having a profound impact on working Americans. Stressed employees are feeling the pinch; this can affect productivity, retention and engagement at work. Financial education could be an easy solution that helps...

Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees

Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do you evaluate, benchmark and assess your plan and what other expertise or protection should you consider? An...

Defining Workplace Goals is a Vital First Step to an Effective Retirement Plan

Retirement plans can be as unique as your company and its employees. Yet many committees do not take the time to set specific goals for their plans. Without defined goals, it can be difficult to create an effective retirement plan that meets...

SECURE Act 2.0 – What Employers Need to Know

After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan legislations. The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement...

Build a 401(k) Dream Team with the Power of Partnership

Leverage service providers to help your 401(k) plan run more smoothly. As a retirement plan sponsor, you are a valuable member of a team that includes your recordkeeper, third party administrator (TPA), financial wellness provider and retirement...

5 Financial Wellness Tips Your Employees Will Thank You For

A financial wellness program can be an extremely valuable benefit, learn how it can help employees reduce stress while improving workplace productivity Financial wellness programs are becoming an important benefit for companies of all sizes. In...

5 Ways Business Owners Can Optimize Retirement Savings

Key strategies to help employers maximize savings and minimize taxes. As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans...

Don't Miss Out: SECURE Act Tax Credits & 401(k) Plan Features

The most comprehensive pension reform in 20 years, the SECURE Act, is a step forward to allow people greater access to retirement plans. The act hopes to expand retirement savings while alleviating administrative headaches. As such, the SECURE Act...

3 Fresh Ideas to Help Boost Your Employees’ Retirement Savings

Innovative and creative approaches to help your company stand out while improving workers’ financial well-being How can your company stand out from the competition so you can recruit and retain quality talent? At the same time, how do you encourage...