October Retirement Plan Newsletter

October’s 401k Retirement Plan Newsletter includes insights on cash equivalent funds, Form 5500 red flags, employer matching, and more!…

September Retirement Plan Newsletter

September’s 401k Retirement Plan Newsletter includes insights on retirement plan analytics, how health modification can help increase your retirement dollars, average annual out-of-pocket healthcare costs, and more.

August Retirement Plan Newsletter

August’s 401k retirement plan newsletter includes insights on collective investment trusts, including health care in your retirement plan strategy, updates on the fiduciary rule, and more!

July Retirement Plan Newsletter

July’s 401k retirement plan newsletter includes insights on exchanging your old retirement solutions for new ones, tips for preventing uncashed retirement checks, and more!..

June Retirement Plan Newsletter

June’s 401k retirement plan newsletter includes insights on what you should do to prepare for an IRS audit, how to save early to reach your retirement goals, and more!

May Retirement Plan Newsletter

May’s 401k retirement newsletter includes insights on fee equalization/levelization, evaluating plan fees, fiduciary hot topics, tips on rebalancing your portfolio, and more!..

5 Retirement Strategies for Small Business Owners

We work with small business owners all the time. The entrepreneurial spirit runs through them all, and their passion for their businesses is evident each time we meet.  Most spend the waking hours of their day working on their business and trying to improve their craft in order to help their customers, their employees and their business succeed…

Tuning Out the Noise

If you are feeling uneasy about your investment performance during these periods of volatile market activity, download this video, “Tuning Out the Noise” to help remind you of the importance of remaining disciplined during uncertain times…

Selecting and Monitoring Retirement Plan Service Providers

The selection and monitoring of retirement plan service providers is a fiduciary duty. This module describes the various service providers typically engaged by plan fiduciaries to assist with plan administration. It also describes suggested best practices to ensure that such service providers are independent and objective professionals…

New Tax Legislation and Individual Financial Planning Strategies

Admittedly, the US tax code is confusing enough for most of us to keep track of on a yearly basis. Late last fall you likely heard or were following proposed legislations and versions of the Tax Cuts and Jobs Act (TCJA) bill. Both the House and the Senate each had their respective agenda and proposed numerous iterations and edits along the way…

3(21) and 3(38) Fiduciary Services

A retirement plan advisor can serve in either a 3(21) or 3(38) fiduciary capacity, and in some cases, both capacities. The needs and desires of the plan sponsor typically dictate the specific arrangement, which is predicated upon the subject of risk mitigation versus risk avoidance…

Tips for Administering a Prudent Retirement Plan

When it comes to designing and deploying a retirement plan for your company, it’s best to follow a proven path that offers employees prudent investment options from reputable, established and conflict-free providers…

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis…

The Ins and Outs of Health Savings Accounts (HSAs)

Regardless of what comes out of Congress with regard to the Healthcare Bill, we know that healthcare costs will continue to be significant for retirees. One of the most efficient and valuable ways to help pay for these expenses are through health savings accounts (HSAs)…


We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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