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Helpful Hints for Plan Sponsors

  • 8/13/2018 10:15:00 AM
Being a plan sponsor comes with a good bit of responsibility. You’ve taken the important step of hiring a third-party administration firm to help you navigate the myriad of processes that are required to keep your plan in compliance with ap...
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The Retirement Income Gap

  • 8/13/2018 10:14:00 AM
Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from employer-funded plans, retirees commonly draw from additional savings tucked a...
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HSA vs 401(k)

  • 5/21/2018 9:59:00 AM
If your company has decided to offer a high deductible health plan, don’t worry, you are not alone. Recent studies show that an increasing number of employers have elected to offer high deductible health plans (HDHP) either to completely rep...
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Who is an Employee?

  • 5/21/2018 9:58:00 AM
Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distributi...
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Under the New Tax Law

  • 2/9/2018 8:37:00 AM
After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on December 20th, 2017.  Though retirement plan limit reductions were included in many iterations of the bill, the ultimate effect on qualified plans was relatively ...
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Navigating Distributions

  • 2/9/2018 8:36:00 AM
The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief announced by the IRS for victims of the recent hurricane...
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End of the Year Checklist

  • 12/22/2017 7:18:00 AM
As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the year-end data collection package from your TPA! We have once again reached that ...
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iWork: The Next-Gen Workforce

  • 12/22/2017 7:18:00 AM
Millennials. You may have noticed them around the office. You might think of them as the lazy, flighty, entitled generation born between the early 80's and 00's that say "totes" when they agree with you. Like any group of misplaced stereoty...
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Houston, We Have a Problem…

  • 10/9/2017 6:27:00 AM
Times can get tough for people. With the onset of Hurricane Harvey having decimated parts of the Gulf Coast and Hurricane Irma following its destructive lead, we are reminded that at any point we may find ourselves in hardship. Companies make layoffs...
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Fiduciary Rule Round Up

  • 10/9/2017 6:26:00 AM
There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren't previously considered fiduciaries will now have to take on ...
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