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Newsletters
December 2021 Newsletter
Cybersecurity Best Practices for Plan Sponsors Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an attractive target for cybercriminals and...
November 2021 Newsletter
3 Tactics to Combat the Great Resignation During the pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of Labor Statistics (BLS), four million employees (2.7%) resigned their positions in April 2021, the largest number ever...
October 2021 Newsletter
DOL Cybersecurity Tips In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected. This document showcases some tips and tricks for plan sponsors....
December 2021 Newsletter
Cybersecurity Best Practices for Plan Sponsors Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an attractive target for cybercriminals and...
November 2021 Newsletter
3 Tactics to Combat the Great Resignation During the pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of Labor Statistics (BLS), four million employees (2.7%) resigned their positions in April 2021, the largest number ever...
October 2021 Newsletter
DOL Cybersecurity Tips In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected. This document showcases some tips and tricks for plan sponsors....
September 2021 Newsletter
When It Comes to Financial Wellness… the Time Is Now While one could say it’s always a good idea to focus on well-being of any type — whether that’s physical, mental, or financial wellness — there’s perhaps never been a more important time to help employees improve...
White Papers
The DOL Comes Out Swinging Against Potential Cybersecurity Breaches . . . and So Should the Plan Sponsor
Department of Labor (DOL) guidance, long awaited and perhaps years late, provides another enforcement tool for the DOL while practitionersseem to be...
Monitoring Your Service Provider
Many plan sponsors that have hired investment advisors, then feel the need to hire another independent advisor to report to its fiduciary committee...
Articles
2022 Retirement Plan Limits
IRS Limits on Retirement Benefits and Compensation
Waterford Group Named 2020 NAPA Top DC Advisor Teams
March 29, 2021 – The Waterford Group, LLC is pleased to announce that they have been named to the 2020 edition of the National Association of Plan Advisors Top Defined Contribution Advisor Teams.
Participant’s Corner
Time for a Financial Check Up
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or...
Carving a Holiday Budget
The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial trouble. According to a survey by Country Financial 32 percent are feeling the greatest stress around holiday finances.1...
What is Roth and What Does it Mean for Me?
When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You pay taxes on Roth contributions for the taxable year in which they are made. “Traditional” contributions typically means that...
Time for a Financial Check Up
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or...
Carving a Holiday Budget
The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial trouble. According to a survey by Country Financial 32 percent are feeling the greatest stress around holiday finances.1...
What is Roth and What Does it Mean for Me?
When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You pay taxes on Roth contributions for the taxable year in which they are made. “Traditional” contributions typically means that...
School is now in session! Let’s check if you’re preparing for retirement and review the following items we’ve listed below. Contribute to your Retirement Plan It is imperative to keep track of your retirement plan and set aside a percentage of your income. It’s...
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