Between industry news and personal experience.

Watch the short video below to follow the steps to investment selection. Then, consider partnering with a specialized 401(k) advisor for support with investment selection and monitoring.

There’s plenty to cover in a committee meeting so help formalize your plan’s foundation with this helpful checklist for an efficient and effective meeting.

Competitive benchmarking is a way to measure and compare fees associated with running your retirement plan. Explore the most frequently asked questions about plan costs and benchmarking.

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today!

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?

The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting tips. This employee newsletter focuses on budgeting tips, the 50/30/20 rule and sharing the new contribution limits for 2023.