The first half of this year has been like nothing we have ever seen before –from record high employment to record unemployment, stimulus packages, the CARES Act, and of course the pandemic itself! As a plan sponsor, you have been thrown into the mix of adjusting and adapting to all the changes regarding your retirement…

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COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor. While things are constantly changing, one thing remains the same – your status as a fiduciary. Your responsibility to act in the best interest of your employees does not take a sick day. There are…

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By choosing to offer your employees a 401(k) plan, you’re sending a powerful message — that you’re invested in their future and committed to helping them work towards financial security in their retirement. As a business owner, you can also benefit from setting up a retirement savings plan. Not only does it provide you with…

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It is normal for working Americans to experience some form of financial hardship. When employees have proper financial wellness education, they can develop the mindset to see the long-term impact of their savings decisions. It all starts with something as simple as budgeting, the cornerstone of good financial habits. Share this ‘Ultimate Household Budgeting Worksheet’…

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A good total rewards program helps you attract and retain the best possible talent for your organization. Add a great workplace culture and environment and you could be on your way to becoming an employer of choice among job-seekers. What is a total rewards program? A total rewards program is adopted by a company that…

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If your employees are drowning in debt, they could be looking to you, the employer, to throw them a lifeline! Luckily, there are a few ways to help your employees pay down debt so they can save a little bit more. How can you help? Check out our short video with best practices to get…

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Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top talent. As such, you should evaluate your 401(k) plan regularly – at least once a year. Follow these six steps to get the plan that’s right for your business and your employees. Thinking of Changing…

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Let’s imagine for a moment that you have hired a suit and tie guy to help you with your 401(k) plan.  The funds that adviser puts on your 401(k) menu look good – names like Vanguard, T. Rowe Price, American Funds, Fidelity and Dodge & Cox. Let’s also assume that you have made sure you…

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