For business owners, striking a balance between operating costs and profit is the cornerstone of success. Operating costs include everyday expenses like salaries, rent and…
Benchmarking Your 401(k) Funds
Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peek under the hood” of their 401(k). The process…
SECURE Act 2.0: What 401(k) Managers Need to Know for 2024
Required for 2024 Luckily, the required changes for 2024 are minimal. Requirement Summary Long-term, part-time employees become eligible to participate in the 401(k) plan. Catch-up…
How Can Our 401(k) Plan Help Us Attract and Retain Star Employees?
With thoughtful design features, you can structure a 401(k) plan that stands out in a time of talent scarcity and meets your employees’ needs. …
Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees
Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do you evaluate, benchmark and assess…
SECURE Act 2.0 – What Employers Need to Know
After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan legislations. The SECURE 2.0 and other provisions…
New DOL Update | ESG Investments within 401(k) Plans
We are witnessing a big moment for environmental, social and governance (ESG) investing. Over the past few years, ESG investments have been growing in popularity;…
How Could Inflation Impact Corporate Retirement Plans?
Increasing prices may put pressure on employers and delay workers from retiring. Companies and workers are likely to feel instability during this time of inflation-driven…
Beyond Index Investing
Direct indexing was previously only available to institutions and ultra-wealthy investors. Now changing cost structures and advances in technology have made it possible to offer…
Staying the Course through Volatile Markets
Despite the financial queasiness this can have, experts consistently have one piece of advice for investors: stay calm and stay the course. Maintaining a long-term…