Retirement Readiness
Are Your Employees Retirement Ready?
As a fiduciary, you want confidence that you’re providing your employees with a good retirement plan. And, we know that a good plan is a
April 27, 2018 No Comments
Read More »
Retirement Readiness
Your Retirement Plan Needs Performance Standards
As a fiduciary, what you want most is confidence that you’re providing your employees with a good retirement plan. And, we know that a good
February 15, 2018 No Comments
Retirement Readiness
2017 Year-End Retirement Plan Deadlines Sponsors Should Be Aware Of
As we close out 2017 and enter into 2018, plan sponsors have retirement plan administration deadlines that need to be completed to avoid consequences for
December 4, 2017 No Comments
Why Do We Even Have a Retirement Plan?
If you make decisions regarding the administration of your employer’s retirement plan or its investment choices, then you are a fiduciary to the plan. As
October 12, 2017 No Comments
The Tools Your Retirement Plan May Be Missing: Auto-Enrollment & Auto-Escalation
What are your goals for your retirement plan? Are you a plan sponsor reviewing your plan and wondering to yourself, “Why is my plan not
June 22, 2017 No Comments
America Saves Week
The average American citizen has a hard time saving money. According to new studies: 28% of Americans have no emergency savings[1] 47% of Americans cannot
February 28, 2017 No Comments
6 Year-End Retirement Plan Tips to help your portfolio be top performing
The end of the year is approaching fast. For many of us, that means spending time with friends and family and eating way too much.
December 8, 2016 No Comments
Saving for College Tuition without Sacrificing Your Retirement Goals
Parents’ lives change the minute their child is born. Once the excitement wears off, they start to see how their financial situation has changed as
November 1, 2016 No Comments
All indexes are the same, right?
For the past decade or so, index funds have become all the rage from academia, to Middle America, to the corporate boardroom. Index funds are
September 30, 2016 No Comments
Robert McCracken Quoted in PLANSPONSOR
Robert McCracken, CFP®, Director of Finance and Operations, was recently quoted in PLANSPONSOR’s article “Fear Factor – Standing up to the possibility of employee pushback”. Rob
July 21, 2016 No Comments