Resources

The Waterford Group Resources

Newsletters    |   White Papers   |    Articles    |    Participant’s Corner

Newsletters

May 2022 Newsletter

May 2022 Newsletter

Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt According to the College Board, the cost of a four-year education increased more than 200% (after inflation) from 1988 to 2018. This has placed a tremendous burden on graduates, with national...

read more
April 2022 Newsletter

April 2022 Newsletter

The Risk of 401(k) Lawsuits: If It Can Happen to Them… When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — especially if the organization’s own service offerings include reviewing for such violations — that could very...

read more
March 2022 Newsletter

March 2022 Newsletter

Survey Says… What’s Your Take on Financial Wellness Programs? A recent comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to plan sponsors who have, or are considering implementing, a wellness plan for their employees....

read more
May 2022 Newsletter

May 2022 Newsletter

Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt According to the College Board, the cost of a four-year education increased more than 200% (after inflation) from 1988 to 2018. This has placed a tremendous burden on graduates, with national...

read more
April 2022 Newsletter

April 2022 Newsletter

The Risk of 401(k) Lawsuits: If It Can Happen to Them… When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — especially if the organization’s own service offerings include reviewing for such violations — that could very...

read more
March 2022 Newsletter

March 2022 Newsletter

Survey Says… What’s Your Take on Financial Wellness Programs? A recent comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to plan sponsors who have, or are considering implementing, a wellness plan for their employees....

read more
February 2022 Newsletter

February 2022 Newsletter

ERISA 3(38) Fiduciary Services Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those, and a myriad of other reasons 3(38) fiduciary discretionary investment management...

read more

White Papers

Articles

2021 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit). You may be able to...

read more

Participant’s Corner

Millennials – The Time to Start Saving is Now!

Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Livingexpenses, student debt, rent or house payments, and other day-to-dayexpenses mean that retirement savings take a back seat. In fact, researchfrom National Institute on Retirement Security says...

read more
Tax Saver’s Credit: Get the “Credit” You Deserve!

Tax Saver’s Credit: Get the “Credit” You Deserve!

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing...

read more
Planning Financial Futures

Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, lifelong process. If we break...

read more
Millennials – The Time to Start Saving is Now!

Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Livingexpenses, student debt, rent or house payments, and other day-to-dayexpenses mean that retirement savings take a back seat. In fact, researchfrom National Institute on Retirement Security says...

read more
Tax Saver’s Credit: Get the “Credit” You Deserve!

Tax Saver’s Credit: Get the “Credit” You Deserve!

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing...

read more
Planning Financial Futures

Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, lifelong process. If we break...

read more
Online Security Tips From The Department of Labor

Online Security Tips From The Department of Labor

You can reduce the risk of fraud and loss to your retirement account by following these basic rules:  REGISTER, SET UP AND ROUTINELY MONITOR YOUR ONLINE ACCOUNT     Maintaining online access to your retirement account allows you to protect and...

read more

Connect With The Waterford Group

Have Questions?

Our team of experts are here to help.

9 + 9 =

Our passion for fiduciary excellence and employee preparedness has been recognized with the following awards and affiliations: