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Newsletters

September 2020 Newsletter

September 2020 Newsletter

Good News 401(k) T. Rowe Price did a deep dive into its recordkeeping data and surfaced with a few important points. Its “Reference Point Report is an annual client data benchmarking report so plan sponsors can review trends and benchmark their progress and...

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August 2020 Newsletter

August 2020 Newsletter

It's That Time Again! Back-to-School for Fiduciaries Can you hear the bells ringing? It’s that time of year to review your to-do list of fiduciary responsibilities. Ask yourself the following questions to make sure you are on top of your responsibilities and...

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July 2020 Newsletter

July 2020 Newsletter

Are Your Participants Experiencing a Fee Imbalance?  Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees among...

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September 2020 Newsletter

September 2020 Newsletter

Good News 401(k) T. Rowe Price did a deep dive into its recordkeeping data and surfaced with a few important points. Its “Reference Point Report is an annual client data benchmarking report so plan sponsors can review trends and benchmark their progress and...

read more
August 2020 Newsletter

August 2020 Newsletter

It's That Time Again! Back-to-School for Fiduciaries Can you hear the bells ringing? It’s that time of year to review your to-do list of fiduciary responsibilities. Ask yourself the following questions to make sure you are on top of your responsibilities and...

read more
July 2020 Newsletter

July 2020 Newsletter

Are Your Participants Experiencing a Fee Imbalance?  Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees among...

read more
June 2020 Newsletter

June 2020 Newsletter

Is it Time for a Plan Refresh?  The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However, there could be some plan committees who...

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White Papers

Articles

Participant’s Corner

Four Tips for Increasing Your Retirement Dollars

Four Tips for Increasing Your Retirement Dollars

Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement plan are an enticing source of money. It may be difficult to resist the urge to take that money as cash, particularly if retirement is many years...

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Retirement Plan Check-Up

Retirement Plan Check-Up

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your...

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Good Health is the Best Wealth

Good Health is the Best Wealth

This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. The memo shows the difference in savings between an average-managed patient and a well-managed patient. Download the memo from your Fiduciary...

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Four Tips for Increasing Your Retirement Dollars

Four Tips for Increasing Your Retirement Dollars

Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement plan are an enticing source of money. It may be difficult to resist the urge to take that money as cash, particularly if retirement is many years...

read more
Retirement Plan Check-Up

Retirement Plan Check-Up

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your...

read more
Good Health is the Best Wealth

Good Health is the Best Wealth

This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. The memo shows the difference in savings between an average-managed patient and a well-managed patient. Download the memo from your Fiduciary...

read more
How Can You Prepare for Healthcare Expenses in Retirement?

How Can You Prepare for Healthcare Expenses in Retirement?

Rising healthcare costs are on everyone’s mind, even for affluent people. In fact, 69 percent of affluent pre-retirees cite rising healthcare costs as one of their top fears in retirement, according to a survey from the Nationwide Retirement Institute. In fact, 63...

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