In the retirement plan industry, conducting regular audits is essential to ensuring compliance and optimizing plan performance. But how can you conduct a successful retirement plan audit and ensure you get the most value from the exercise? Here are some tips ...
As we continue growing our 100% employee-ownership structure, we are pleased to share that Hailey Fields and David Williams are ...
Recently, two large recordkeepers, Empower and TIAA, announced plans to expand their wealth management services. These services ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act introduced a new retirement savings vehicle ...
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I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...
The Department of Labor (DOL) introduced a final regulation at the end of 2022 allowing fiduciaries to take Environmental, Social ...
As a retirement plan consultant, I have seen first-hand the significant impact that choosing the right recordkeeper can have on ...
As an employer, one of your top priorities is likely to ensure that your employees are happy and productive. Financial wellness ...
Retirement can be a challenging time for anyone, but several issues unique to women can make it even more difficult. Here are six ...
In August, The Retirement Income Institute published a paper titled “Race/Ethnicity, Saving, and Postretirement Outcomes.” The ...