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The New Age of 401k Plan Portability

The New Age of 401k Plan Portability

With the retirement security of millions of Americans hanging in the balance, embracing DC plan portability makes sense for everyone. Click Here To Learn More

SECURE Act Information

SECURE Act Information

SECURE Act allows 529 plans to repay (some) student loan debt. Here's what you should know >> #SECUREAct #529plans #financialplanning #retirementsavings #hwm #personalfinance #growwithus...

10 steps to Handle a DOL Investigation

10 steps to Handle a DOL Investigation

Hot breath, fear, sweaty palms - You’ve received a request from the Department of Labor (“DOL”) to provide documents about your retirement plan. You are being investigated. Your first thought may be, how did this happen? Why does the DOL care about my company’s...

3 Tips to Help You Not Sweat ADP Testing

Tests – the word alone is enough to make the most studious of us sweat.  When placed in the context of 401(k) plans, i.e. determining whether your plan passes non-discrimination tests, anxiety levels can go through the roof!  This article will take a brief look at...

One Key Component Your Plan May Be Missing

One Key Component Your Plan May Be Missing

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for...

Big Data to Drive Participant Outcomes

Big Data to Drive Participant Outcomes

If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into the potential of predictive analytics.    The use of “big data” (a bite-size term often used instead of the nerdier “predictive analytics”) is helping to...

Lawsuits over the years and what it means to plan sponsors

Lawsuits over the years and what it means to plan sponsors

401(k) Lawsuit Trends and 5 Lessons Every Plan Sponsor Should Know   Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases...

Our 401(K) Investments Are On The Watch List, Now What Do You Do?

Our 401(K) Investments Are On The Watch List, Now What Do You Do?

Our 401(K) Investments Are On The Watch List, Now What Do You Do? Approach, review, document, and decide   As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement plan investments...

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