News, Insights, & Education


Retirement Plan Investment Menu | Taking a look into the Industry Average

We are often asked how a plan’s investment menu compares to the industry average. In this article, we have highlighted a few aspects of the menu that we believe are not only interesting but important considerations for a fiduciary. 

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A Refresher on Retirement Planning

As the end of summer approaches and children head back to school, many adults could take a moment for a refresher course in planning for retirement. Making the commitment to save for retirement in your employer-sponsored retirement plan is a wise move that puts you on the path toward reaching your retirement savings goals.

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Education & Financial Wellness – Roles in a retirement plan

There are many factors that come into play for plan sponsors when designing and maintaining a successful retirement plan for your employees. Things like oversight, plan design, provider coordination, payroll processing, and continuous decision making – the list goes on and on.

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Can local small businesses offer a retirement plan? New tax credits could make a big difference

Retirement plans can provide employers with an essential tool for recruiting and retaining their workforce. Yet, many small employers struggle with the costs of establishing and the complexities of maintaining a retirement plan. With the passage of the Secure 2.0 Act of 2022, small employers have increased tax credits available to cover the startup costs of a workplace retirement plan and to make employer contributions to that plan.

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401(k) Plan Costs Continue to Decline

Great news for plan participants and plan sponsors! According to the latest annual edition of the “401k Averages Book”, total costs for 401(k) plans declined an average of 3 basis points in 2022.

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SECURE 2.0 Brings Significant Changes to Retirement Plan Administration

On December 29, 2022, the SECURE 2.0 Act of 2022 (SECURE 2.0) officially became law as part of a larger omnibus spending bill.  SECURE 2.0 builds on earlier reforms to the retirement plan system made in 2019 by the Setting Each Community Up for Retirement Enhancement Act (SECURE Act).  Like its predecessor, SECURE 2.0 is […]

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