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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Retirement Plan Maintenance

  • 6/21/2017 5:35:00 AM
Whether it’s your car, your air conditioning or your own health, virtually everything you depend on in life needs a periodic assessment. What’s working, what needs repair? A company’s retirement plan is no different. And the evaluation is no less ...
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Participant Loans: Benefit or Detriment?

  • 6/21/2017 5:34:00 AM
For many years, plan sponsors have wrestled with the decision to offer loans to their plan participants. Some consider them to be a benefit and even promote them as a legal way to use tax free money while participating in the plan. According to the ...
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Rise of the Machines

  • 6/21/2017 5:34:00 AM
Over the last 30 years, there's been an incredible array of advancements in technology that have impacted various parts of our lives. While not all of them were amazing, many of them inherently improved our quality of life and some allowed us to ca...
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Going Digital

  • 4/18/2017 5:34:00 AM
How much of your life happens online—75 percent? 90? With cell phones in our pockets and tablets next to our beds, we’re all leading electronic lives, with the expectation that when we want or need information, we’ll find it almost immediately. An...
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401(k): A to Z

  • 12/9/2016 6:35:00 AM
Although it's certainly true that not enough Americans are saving for retirement, it's also true that the many millions who are saving do so through an employer-sponsored defined contribution 401(k) plan. And as you may well know, 401(k) plans tend t...
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